FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 91 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $6,132,000 | +47.5% | 198,792 | +42.4% | 0.42% | +45.2% |
| Q3 2017 | $4,156,000 | -12.2% | 139,586 | -13.8% | 0.29% | -19.9% |
| Q2 2017 | $4,731,000 | -12.1% | 161,847 | -12.8% | 0.36% | -23.5% |
| Q1 2017 | $5,383,000 | +36.4% | 185,637 | +32.0% | 0.47% | +20.4% |
| Q4 2016 | $3,946,000 | +2.7% | 140,606 | -1.2% | 0.39% | -3.0% |
| Q3 2016 | $3,844,000 | +13.6% | 142,366 | +13.4% | 0.40% | +6.3% |
| Q2 2016 | $3,383,000 | +144.4% | 125,552 | +133.8% | 0.38% | +119.0% |
| Q1 2016 | $1,384,000 | +126.1% | 53,695 | +109.1% | 0.17% | +114.8% |
| Q4 2015 | $612,000 | +5.5% | 25,681 | +0.9% | 0.08% | -8.0% |
| Q3 2015 | $580,000 | +2.7% | 25,463 | +7.5% | 0.09% | +7.3% |
| Q2 2015 | $565,000 | -11.7% | 23,682 | -11.3% | 0.08% | -15.5% |
| Q1 2015 | $640,000 | +7.9% | 26,699 | +10.7% | 0.10% | -1.0% |
| Q4 2014 | $593,000 | +15.6% | 24,115 | +5.4% | 0.10% | +6.5% |
| Q3 2014 | $513,000 | +5.6% | 22,873 | +8.2% | 0.09% | +3.4% |
| Q2 2014 | $486,000 | +25.3% | 21,149 | +17.9% | 0.09% | +11.2% |
| Q1 2014 | $388,000 | +57.1% | 17,937 | +53.5% | 0.08% | +53.8% |
| Q4 2013 | $247,000 | – | 11,682 | – | 0.05% | – |
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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% |