FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $59,000 | +7.3% | 1,408 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 1,408 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 1,406 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | -53.9% | 1,404 | -57.4% | 0.00% | -62.5% |
| Q4 2020 | $115,000 | +11.7% | 3,292 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $103,000 | -23.7% | 3,290 | -26.2% | 0.01% | -27.3% |
| Q2 2020 | $135,000 | +9.8% | 4,458 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $123,000 | -70.9% | 4,458 | -62.1% | 0.01% | -64.7% |
| Q4 2019 | $423,000 | +77.0% | 11,767 | +71.5% | 0.03% | +61.9% |
| Q3 2019 | $239,000 | +3.5% | 6,863 | 0.0% | 0.02% | +5.0% |
| Q2 2019 | $231,000 | -2.1% | 6,863 | -5.6% | 0.02% | -9.1% |
| Q1 2019 | $236,000 | +10.8% | 7,273 | 0.0% | 0.02% | -8.3% |
| Q4 2018 | $213,000 | -7.4% | 7,273 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $230,000 | -27.4% | 7,273 | -30.6% | 0.02% | -29.4% |
| Q2 2018 | $317,000 | -5.7% | 10,476 | -6.9% | 0.03% | -8.1% |
| Q1 2018 | $336,000 | -59.0% | 11,256 | -57.6% | 0.04% | -58.9% |
| Q4 2017 | $819,000 | -3.8% | 26,560 | -6.3% | 0.09% | -7.2% |
| Q3 2017 | $851,000 | -14.6% | 28,360 | -16.8% | 0.10% | -19.2% |
| Q2 2017 | $996,000 | -2.1% | 34,071 | -2.8% | 0.12% | -7.7% |
| Q1 2017 | $1,017,000 | +1.5% | 35,061 | -2.0% | 0.13% | -9.1% |
| Q4 2016 | $1,002,000 | +32.0% | 35,777 | +27.2% | 0.14% | +25.4% |
| Q3 2016 | $759,000 | +383.4% | 28,126 | +381.9% | 0.11% | +338.5% |
| Q2 2016 | $157,000 | – | 5,837 | – | 0.03% | – |
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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% |