FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,308,293 | +3.7% | 943,904 | +11.2% | 1.36% | +4.8% |
| Q2 2023 | $34,056,769 | -6.0% | 849,073 | -5.9% | 1.30% | -12.5% |
| Q1 2023 | $36,240,407 | +6.0% | 901,999 | +5.3% | 1.49% | -13.1% |
| Q4 2022 | $34,198,357 | +21.1% | 856,887 | +8.7% | 1.71% | +16.3% |
| Q3 2022 | $28,229,000 | -9.3% | 788,464 | -1.7% | 1.47% | -7.2% |
| Q2 2022 | $31,133,000 | -20.0% | 801,916 | -12.8% | 1.59% | -2.6% |
| Q1 2022 | $38,924,000 | -1.6% | 919,918 | +0.1% | 1.63% | -4.7% |
| Q4 2021 | $39,558,000 | +26.4% | 918,860 | +15.1% | 1.71% | +9.6% |
| Q3 2021 | $31,308,000 | +2.8% | 798,428 | +4.3% | 1.56% | +2.2% |
| Q2 2021 | $30,459,000 | +16.1% | 765,635 | +10.9% | 1.53% | -1.9% |
| Q1 2021 | $26,236,000 | +11.4% | 690,610 | +2.8% | 1.56% | -4.1% |
| Q4 2020 | $23,560,000 | +1269.8% | 671,642 | +1128.5% | 1.62% | +147.0% |
| Q3 2020 | $1,720,000 | -91.0% | 54,673 | -91.3% | 0.66% | -61.2% |
| Q2 2020 | $19,110,000 | +12.9% | 630,277 | +3.1% | 1.69% | -5.7% |
| Q1 2020 | $16,924,000 | -31.9% | 611,443 | -11.4% | 1.80% | -6.2% |
| Q4 2019 | $24,863,000 | +22.2% | 690,053 | +18.3% | 1.92% | -8.3% |
| Q3 2019 | $20,339,000 | +17.5% | 583,268 | +14.3% | 2.09% | +7.5% |
| Q2 2019 | $17,307,000 | +162.7% | 510,188 | +125.6% | 1.94% | +46.1% |
| Q4 2018 | $6,589,000 | +7.8% | 226,134 | +13.9% | 1.33% | +16.7% |
| Q3 2018 | $6,114,000 | -18.8% | 198,470 | -19.7% | 1.14% | +11.8% |
| Q2 2018 | $7,528,000 | +4.9% | 247,231 | +3.0% | 1.02% | +1.8% |
| Q1 2018 | $7,179,000 | +23.7% | 239,963 | +27.7% | 1.00% | +13.0% |
| Q4 2017 | $5,803,000 | +51.0% | 187,873 | +46.3% | 0.89% | +51.9% |
| Q3 2017 | $3,842,000 | +44.9% | 128,402 | +40.5% | 0.58% | +37.4% |
| Q2 2017 | $2,652,000 | +1122.1% | 91,388 | +1117.2% | 0.42% | +989.7% |
| Q1 2017 | $217,000 | -76.7% | 7,508 | -80.6% | 0.04% | -81.2% |
| Q1 2015 | $930,000 | – | 38,618 | – | 0.21% | – |
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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% |