FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 147 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,269 | -2.7% | 252 | +0.8% | 0.00% | – |
| Q1 2024 | $10,555 | +5.4% | 250 | +1.2% | 0.00% | – |
| Q4 2023 | $10,018 | +9.0% | 247 | +0.4% | 0.00% | – |
| Q3 2023 | $9,195 | -69.9% | 246 | -67.7% | 0.00% | -100.0% |
| Q2 2023 | $30,508 | +0.4% | 761 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $30,393 | +1.3% | 757 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $30,004 | +11.1% | 752 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -66.2% | 748 | -62.6% | 0.00% | 0.0% |
| Q2 2021 | $80,000 | +5.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | -79.3% | 2,000 | -80.9% | 0.00% | -87.5% |
| Q4 2020 | $367,000 | +482.5% | 10,477 | +423.8% | 0.01% | +700.0% |
| Q3 2020 | $63,000 | +14.5% | 2,000 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $55,000 | -23.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $72,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | +4.5% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $67,000 | +3.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $65,000 | +12.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $58,000 | -7.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $63,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $61,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $60,000 | -3.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $62,000 | +3.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $60,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | +1.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $58,000 | +3.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +3.7% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $54,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $54,000 | +5.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $51,000 | +6.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $48,000 | – | 2,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 263,304 | $9,181,000 | 18.24% |
| New England Private Wealth Advisors LLC | 1,749,557 | $60,999,000 | 14.80% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,546,240 | $53,917,000 | 10.93% |
| PRW Wealth Management LLC | 170,252 | $5,935,000 | 7.21% |
| MEANS INVESTMENT CO., INC. | 531,496 | $18,767,000 | 7.08% |
| Advisory Resource Group | 261,954 | $9,134,000 | 4.90% |
| Genesee Capital Advisors, LLC | 149,698 | $5,219,000 | 4.83% |
| Milestone Advisory Partners | 219,253 | $7,645,000 | 4.31% |
| Formidable Asset Management, LLC | 129,564 | $4,518,000 | 4.18% |
| Avestar Capital, LLC | 190,467 | $6,642,000 | 4.13% |