Valmark Advisers, Inc. - FIRST TR VALUE LINE DIVID IN ownership

FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$4,059,953
-9.1%
108,584
-2.5%
0.08%
-7.7%
Q2 2023$4,465,413
-4.2%
111,385
-4.1%
0.09%
-9.0%
Q1 2023$4,662,768
-4.7%
116,105
-5.3%
0.10%
-11.5%
Q4 2022$4,891,103
+10.7%
122,553
-0.7%
0.11%
+27.0%
Q3 2022$4,419,000
-2.4%
123,465
+5.8%
0.09%
+1.1%
Q2 2022$4,529,000
-1.6%
116,704
+7.3%
0.09%
+8.6%
Q1 2022$4,601,000
+5.9%
108,780
+7.8%
0.08%
+8.0%
Q4 2021$4,343,000
+13.2%
100,905
+3.1%
0.08%
+7.1%
Q3 2021$3,838,000
+4.2%
97,915
+5.8%
0.07%
+4.5%
Q2 2021$3,682,000
+2.8%
92,591
-1.8%
0.07%
-2.9%
Q1 2021$3,581,000
+15.5%
94,296
+6.7%
0.07%
+9.5%
Q4 2020$3,100,000
+17.2%
88,395
+5.1%
0.06%
+5.0%
Q3 2020$2,646,000
+0.5%
84,123
-3.2%
0.06%
-3.2%
Q2 2020$2,634,000
+31.8%
86,887
+20.3%
0.06%
+19.2%
Q1 2020$1,999,000
-17.1%
72,220
+8.0%
0.05%0.0%
Q4 2019$2,410,000
+13.6%
66,901
+10.0%
0.05%
+10.6%
Q3 2019$2,121,000
+15.1%
60,816
+11.4%
0.05%
+17.5%
Q2 2019$1,842,000
+19.0%
54,599
+14.5%
0.04%
+17.6%
Q1 2019$1,548,000
+7.1%
47,687
-4.1%
0.03%
-2.9%
Q4 2018$1,446,000
-11.8%
49,725
-4.1%
0.04%
-2.8%
Q3 2018$1,640,000
-35.4%
51,845
-38.1%
0.04%
-35.7%
Q2 2018$2,538,000
+9.7%
83,808
+8.3%
0.06%
+9.8%
Q1 2018$2,313,000
+15.1%
77,371
+18.8%
0.05%
+18.6%
Q4 2017$2,010,00065,1450.04%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2018
NameSharesValueWeighting ↓
Apexium Financial, LP 72,811$2,117,00020.32%
New England Private Wealth Advisors LLC 1,557,946$45,317,00013.31%
Advisory Resource Group 435,161$12,654,0007.76%
MEANS INVESTMENT CO., INC. 436,172$12,684,0007.02%
Genesee Capital Advisors, LLC 132,872$3,864,0006.32%
PRW Wealth Management LLC 145,820$4,237,0005.26%
Capital Asset Advisory Services LLC 165,233$4,805,0004.60%
Milestone Advisory Partners 180,512$5,217,0004.51%
Avestar Capital, LLC 185,547$5,343,0003.65%
DFPG INVESTMENTS, LLC 63,646$1,851,0002.45%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders