FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 160 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,100,000 | -9.1% | 37,815 | -1.1% | 0.33% | +15.7% |
| Q3 2018 | $1,210,000 | +5.7% | 38,245 | +1.1% | 0.29% | -0.7% |
| Q2 2018 | $1,145,000 | +10.0% | 37,820 | +8.6% | 0.29% | +6.6% |
| Q1 2018 | $1,041,000 | +193.2% | 34,835 | +202.8% | 0.27% | +201.1% |
| Q4 2017 | $355,000 | +47.9% | 11,505 | +42.7% | 0.09% | +36.4% |
| Q3 2017 | $240,000 | – | 8,065 | – | 0.07% | – |
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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% |