FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $178 | 0.0% | 4,434 | 0.0% | 0.02% | -4.0% |
Q1 2023 | $178 | +0.6% | 4,434 | 0.0% | 0.02% | -7.4% |
Q4 2022 | $177 | -99.9% | 4,434 | 0.0% | 0.03% | +3.8% |
Q3 2022 | $159,000 | -7.6% | 4,434 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $172,000 | -8.5% | 4,434 | 0.0% | 0.03% | +8.3% |
Q1 2022 | $188,000 | -1.6% | 4,434 | 0.0% | 0.02% | +14.3% |
Q4 2021 | $191,000 | +9.8% | 4,434 | 0.0% | 0.02% | +10.5% |
Q3 2021 | $174,000 | -1.1% | 4,434 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $176,000 | +4.8% | 4,434 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $168,000 | +7.7% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $156,000 | +12.2% | 4,434 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $139,000 | +3.7% | 4,434 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $134,000 | +8.9% | 4,434 | 0.0% | 0.02% | -8.3% |
Q1 2020 | $123,000 | -23.1% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $160,000 | +3.2% | 4,434 | 0.0% | 0.02% | -7.7% |
Q3 2019 | $155,000 | +3.3% | 4,434 | 0.0% | 0.03% | +8.3% |
Q2 2019 | $150,000 | +4.2% | 4,434 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $144,000 | +11.6% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $129,000 | -7.9% | 4,434 | 0.0% | 0.02% | +9.1% |
Q3 2018 | $140,000 | – | 4,434 | – | 0.02% | – |
Download |
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% |