FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 527 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $93,766 | +4.9% | 2,301 | +8.7% | 0.00% | 0.0% |
| Q1 2024 | $89,401 | +4.1% | 2,117 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $85,866 | +177.4% | 2,117 | +155.7% | 0.00% | +100.0% |
| Q3 2023 | $30,959 | -6.7% | 828 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,195 | -0.2% | 828 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,252 | +100663.6% | 828 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $33 | -99.9% | 828 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -6.2% | 828 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -8.6% | 828 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | +483.3% | 828 | +527.3% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 132 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 132 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | – | 132 | – | 0.00% | – |
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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% |