FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 62 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,741,000 | -3.1% | 72,272 | -2.8% | 1.39% | -7.7% |
| Q4 2014 | $1,797,000 | +19.2% | 74,372 | +10.8% | 1.51% | +19.8% |
| Q3 2014 | $1,507,000 | +2.4% | 67,112 | +4.3% | 1.26% | +40.2% |
| Q2 2014 | $1,472,000 | +5.0% | 64,322 | +0.4% | 0.90% | +0.6% |
| Q1 2014 | $1,402,000 | +13.2% | 64,042 | +10.6% | 0.89% | +8.2% |
| Q4 2013 | $1,239,000 | +13.4% | 57,902 | +6.3% | 0.83% | +6.7% |
| Q3 2013 | $1,093,000 | +84.6% | 54,472 | +79.2% | 0.77% | +92.1% |
| Q2 2013 | $592,000 | – | 30,397 | – | 0.40% | – |
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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% |