FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Apexium Financial, LP | 72,811 | $2,117,000 | 20.32% |
New England Private Wealth Advisors LLC | 1,557,946 | $45,317,000 | 13.31% |
Advisory Resource Group | 435,161 | $12,654,000 | 7.76% |
MEANS INVESTMENT CO., INC. | 436,172 | $12,684,000 | 7.02% |
Genesee Capital Advisors, LLC | 132,872 | $3,864,000 | 6.32% |
PRW Wealth Management LLC | 145,820 | $4,237,000 | 5.26% |
Capital Asset Advisory Services LLC | 165,233 | $4,805,000 | 4.60% |
Milestone Advisory Partners | 180,512 | $5,217,000 | 4.51% |
Avestar Capital, LLC | 185,547 | $5,343,000 | 3.65% |
DFPG INVESTMENTS, LLC | 63,646 | $1,851,000 | 2.45% |