FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 333 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | +266.7% | 400 | +349.4% | 0.00% | +300.0% |
| Q2 2018 | $3,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | -97.8% | 89 | -98.0% | 0.00% | -98.0% |
| Q4 2017 | $135,000 | +3.8% | 4,359 | 0.0% | 0.05% | -3.9% |
| Q3 2017 | $130,000 | +1.6% | 4,359 | 0.0% | 0.05% | -3.8% |
| Q2 2017 | $128,000 | +3.2% | 4,359 | +2.1% | 0.05% | 0.0% |
| Q1 2017 | $124,000 | +3.3% | 4,270 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $120,000 | +4.3% | 4,270 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $115,000 | – | 4,270 | – | 0.05% | – |
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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% |