FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607 | -19.0% | 14,888 | -16.1% | 0.12% | -21.5% |
| Q1 2024 | $749 | -69.8% | 17,741 | -71.0% | 0.15% | -72.5% |
| Q4 2023 | $2,484 | +36.7% | 61,234 | +26.0% | 0.54% | +25.8% |
| Q3 2023 | $1,817 | -26.3% | 48,607 | -21.0% | 0.43% | -25.0% |
| Q2 2023 | $2,466 | +3.9% | 61,514 | +4.1% | 0.57% | -1.0% |
| Q1 2023 | $2,373 | +4.5% | 59,079 | +3.9% | 0.58% | -3.0% |
| Q4 2022 | $2,270 | -99.9% | 56,869 | +3.4% | 0.60% | +1.0% |
| Q3 2022 | $1,968,000 | -8.5% | 54,979 | -0.8% | 0.59% | -6.5% |
| Q2 2022 | $2,151,000 | -12.3% | 55,420 | -4.4% | 0.63% | -11.4% |
| Q1 2022 | $2,452,000 | +217.2% | 57,962 | +222.9% | 0.71% | +185.2% |
| Q4 2021 | $773,000 | +25.5% | 17,949 | +14.3% | 0.25% | -33.3% |
| Q3 2021 | $616,000 | +2.0% | 15,706 | +3.4% | 0.38% | -9.6% |
| Q2 2021 | $604,000 | +5.0% | 15,191 | +0.3% | 0.42% | -5.0% |
| Q1 2021 | $575,000 | +78.6% | 15,152 | +65.1% | 0.44% | +74.8% |
| Q4 2020 | $322,000 | +0.9% | 9,179 | -9.5% | 0.25% | -4.9% |
| Q3 2020 | $319,000 | -50.8% | 10,138 | -52.6% | 0.26% | -51.4% |
| Q2 2020 | $649,000 | +19.7% | 21,405 | +9.4% | 0.54% | -3.9% |
| Q1 2020 | $542,000 | -13.6% | 19,573 | +12.4% | 0.56% | -56.0% |
| Q4 2019 | $627,000 | +3.1% | 17,407 | -0.2% | 1.28% | -2.9% |
| Q3 2019 | $608,000 | +8.8% | 17,446 | +5.4% | 1.32% | -2.7% |
| Q2 2019 | $559,000 | – | 16,559 | – | 1.35% | – |
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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% |