FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 237 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $20,000 | -81.1% | 500 | -81.2% | 0.00% | -75.0% |
| Q2 2021 | $106,000 | +278.6% | 2,666 | +166.6% | 0.00% | +100.0% |
| Q1 2020 | $28,000 | -22.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +2.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +2.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | +6.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | +10.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $29,000 | -9.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +6.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | -64.7% | 1,000 | -63.6% | 0.00% | -60.0% |
| Q4 2017 | $85,000 | +3.7% | 2,750 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $82,000 | – | 2,750 | – | 0.01% | – |
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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% |