FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 253 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,785 | -8.5% | 6,101 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $244,589 | -0.2% | 6,101 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $245,016 | -22.6% | 6,101 | -23.1% | 0.01% | -16.7% |
| Q4 2022 | $316,502 | +11.4% | 7,930 | -0.2% | 0.01% | 0.0% |
| Q3 2022 | $284,000 | -11.5% | 7,948 | -3.8% | 0.01% | 0.0% |
| Q2 2022 | $321,000 | -7.8% | 8,259 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | -2.0% | 8,237 | -0.3% | 0.01% | +20.0% |
| Q4 2021 | $355,000 | -9.2% | 8,258 | -41.5% | 0.01% | -54.5% |
| Q1 2020 | $391,000 | -16.8% | 14,115 | +8.2% | 0.01% | 0.0% |
| Q4 2019 | $470,000 | -3.5% | 13,040 | -6.7% | 0.01% | -8.3% |
| Q3 2019 | $487,000 | -26.1% | 13,969 | -28.4% | 0.01% | -25.0% |
| Q2 2019 | $659,000 | -39.8% | 19,513 | -42.1% | 0.02% | -38.5% |
| Q1 2019 | $1,095,000 | -1.4% | 33,713 | -11.7% | 0.03% | -18.8% |
| Q4 2018 | $1,110,000 | +37.9% | 38,198 | +50.1% | 0.03% | +60.0% |
| Q3 2018 | $805,000 | +31.8% | 25,440 | +26.2% | 0.02% | +25.0% |
| Q2 2018 | $611,000 | +284.3% | 20,165 | +278.4% | 0.02% | +220.0% |
| Q3 2017 | $159,000 | – | 5,329 | – | 0.01% | – |
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% |