FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466 | +322.5% | 39,222 | +353.8% | 0.15% | +294.6% |
| Q1 2023 | $347 | -100.0% | 8,643 | -52.8% | 0.04% | -35.1% |
| Q1 2022 | $775,000 | -17.9% | 18,314 | -22.8% | 0.06% | -38.0% |
| Q2 2021 | $944,000 | +18.0% | 23,728 | -11.4% | 0.09% | +114.0% |
| Q1 2018 | $800,000 | +206.5% | 26,778 | +205.2% | 0.04% | +230.8% |
| Q3 2017 | $261,000 | -82.9% | 8,773 | -83.3% | 0.01% | -91.7% |
| Q1 2017 | $1,524,000 | +608.8% | 52,520 | +558.0% | 0.16% | +441.4% |
| Q2 2016 | $215,000 | -83.0% | 7,982 | -84.8% | 0.03% | -81.4% |
| Q4 2014 | $1,266,000 | +39.3% | 52,418 | +29.5% | 0.16% | +60.8% |
| Q3 2014 | $909,000 | – | 40,477 | – | 0.10% | – |
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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% |