FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 90 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,406,153 | +203.4% | 35,940 | +214.3% | 0.00% | – |
| Q2 2023 | $463,534 | +25.7% | 11,434 | +27.1% | 0.00% | – |
| Q4 2022 | $368,803 | +23.3% | 8,993 | +16.5% | 0.00% | – |
| Q3 2022 | $299,000 | +1007.4% | 7,721 | +1015.8% | 0.00% | – |
| Q1 2021 | $27,000 | -6.9% | 692 | -15.1% | 0.00% | – |
| Q4 2020 | $29,000 | +11.5% | 815 | 0.0% | 0.00% | – |
| Q3 2020 | $26,000 | +8.3% | 815 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 815 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -24.1% | 815 | 0.0% | 0.00% | – |
| Q4 2019 | $29,000 | +3.6% | 815 | 0.0% | 0.00% | – |
| Q3 2019 | $28,000 | -57.6% | 815 | -58.5% | 0.00% | – |
| Q2 2019 | $66,000 | -5.7% | 1,965 | -8.4% | 0.00% | – |
| Q1 2019 | $70,000 | +12.9% | 2,145 | 0.0% | 0.00% | – |
| Q4 2018 | $62,000 | -24.4% | 2,145 | -17.5% | 0.00% | – |
| Q3 2018 | $82,000 | +3.8% | 2,600 | 0.0% | 0.00% | – |
| Q2 2018 | $79,000 | +75.6% | 2,600 | +71.1% | 0.00% | – |
| Q1 2018 | $45,000 | -4.3% | 1,520 | 0.0% | 0.00% | – |
| Q4 2017 | $47,000 | +4.4% | 1,520 | 0.0% | 0.00% | – |
| Q3 2017 | $45,000 | +2.3% | 1,520 | 0.0% | 0.00% | – |
| Q2 2017 | $44,000 | -24.1% | 1,520 | -23.6% | 0.00% | – |
| Q1 2017 | $58,000 | +38.1% | 1,990 | +30.9% | 0.00% | – |
| Q4 2016 | $42,000 | -92.7% | 1,520 | -92.8% | 0.00% | -100.0% |
| Q3 2016 | $572,000 | -41.5% | 21,186 | -41.6% | 0.00% | 0.0% |
| Q2 2016 | $978,000 | -40.7% | 36,264 | -43.4% | 0.00% | -50.0% |
| Q1 2016 | $1,650,000 | +18.6% | 64,112 | +10.1% | 0.00% | 0.0% |
| Q4 2015 | $1,391,000 | +8593.8% | 58,249 | +8466.0% | 0.00% | – |
| Q1 2015 | $16,000 | – | 680 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 746,763 | $17,835,000 | 7.08% |
| Rehmann Capital Advisory Group | 853,512 | $20,382,000 | 4.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 389,260 | $9,296,000 | 2.36% |
| LifePlan Financial Group, Inc | 52,929 | $1,264,000 | 0.90% |
| Concorde Asset Management, LLC | 31,100 | $743,000 | 0.83% |
| Kovack Advisors, Inc. | 37,563 | $897,000 | 0.59% |
| Affiance Financial, LLC | 23,105 | $552,000 | 0.57% |
| Johanson Financial Advisors, Inc. | 15,680 | $375,000 | 0.49% |
| Citizens Business Bank | 86,382 | $2,063,000 | 0.40% |
| INVESTMENT CENTERS OF AMERICA INC | 122,524 | $2,922,000 | 0.38% |