FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 67 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $241,000 | -3.2% | 8,078 | 0.0% | 0.04% | -2.8% |
| Q4 2017 | $249,000 | +3.8% | 8,078 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $240,000 | -45.6% | 8,078 | -46.4% | 0.04% | -47.8% |
| Q2 2017 | $441,000 | +0.9% | 15,078 | 0.0% | 0.07% | -4.3% |
| Q1 2017 | $437,000 | +3.3% | 15,078 | 0.0% | 0.07% | -2.8% |
| Q4 2016 | $423,000 | +3.9% | 15,078 | 0.0% | 0.07% | +1.4% |
| Q3 2016 | $407,000 | 0.0% | 15,078 | 0.0% | 0.07% | -5.3% |
| Q2 2016 | $407,000 | +4.9% | 15,078 | 0.0% | 0.08% | -6.2% |
| Q1 2016 | $388,000 | +7.8% | 15,078 | 0.0% | 0.08% | +5.3% |
| Q4 2015 | $360,000 | +4.7% | 15,078 | 0.0% | 0.08% | -5.0% |
| Q3 2015 | $344,000 | -2.5% | 15,078 | 0.0% | 0.08% | +6.7% |
| Q2 2015 | $353,000 | -2.8% | 15,078 | 0.0% | 0.08% | -2.6% |
| Q1 2015 | $363,000 | -50.1% | 15,078 | -50.0% | 0.08% | -1.3% |
| Q4 2014 | $728,000 | +114.7% | 30,156 | +100.0% | 0.08% | +5.4% |
| Q3 2014 | $339,000 | – | 15,078 | – | 0.07% | – |
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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% |