FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 90 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,776,000 | -53.1% | 316,909 | -54.8% | 1.01% | -14.9% |
| Q3 2017 | $20,854,000 | +5.8% | 700,969 | +4.0% | 1.19% | -2.3% |
| Q2 2017 | $19,707,000 | +152.0% | 673,825 | +150.1% | 1.22% | +126.6% |
| Q1 2017 | $7,819,000 | +26.5% | 269,421 | +22.2% | 0.54% | +16.2% |
| Q4 2016 | $6,181,000 | +7.9% | 220,457 | +4.0% | 0.46% | +5.7% |
| Q3 2016 | $5,730,000 | +912.4% | 211,996 | +915.8% | 0.44% | +852.2% |
| Q2 2016 | $566,000 | +70.0% | 20,869 | +61.4% | 0.05% | +48.4% |
| Q1 2016 | $333,000 | +49.3% | 12,928 | +38.8% | 0.03% | +10.7% |
| Q4 2015 | $223,000 | 0.0% | 9,311 | -5.1% | 0.03% | +7.7% |
| Q3 2015 | $223,000 | – | 9,814 | – | 0.03% | – |
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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% |