FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $350,000 | -9.8% | 9,769 | -2.2% | 0.03% | -6.2% |
| Q2 2022 | $388,000 | -11.8% | 9,986 | -4.0% | 0.03% | +3.2% |
| Q1 2022 | $440,000 | -12.7% | 10,407 | -11.2% | 0.03% | -13.9% |
| Q4 2021 | $504,000 | +26.6% | 11,715 | +15.3% | 0.04% | +2.9% |
| Q3 2021 | $398,000 | -15.0% | 10,160 | -13.6% | 0.04% | -16.7% |
| Q2 2021 | $468,000 | +4.7% | 11,757 | 0.0% | 0.04% | -8.7% |
| Q1 2021 | $447,000 | +1.1% | 11,757 | -6.6% | 0.05% | -9.8% |
| Q4 2020 | $442,000 | -14.3% | 12,593 | -23.3% | 0.05% | -29.2% |
| Q3 2020 | $516,000 | -11.5% | 16,409 | -14.6% | 0.07% | -21.7% |
| Q2 2020 | $583,000 | -61.0% | 19,217 | -61.2% | 0.09% | -66.9% |
| Q1 2020 | $1,493,000 | +72.0% | 49,484 | +104.5% | 0.28% | +57.1% |
| Q4 2019 | $868,000 | +4.0% | 24,200 | 0.0% | 0.18% | -9.7% |
| Q3 2019 | $835,000 | +2.2% | 24,200 | 0.0% | 0.20% | +2.6% |
| Q2 2019 | $817,000 | +2.3% | 24,200 | 0.0% | 0.19% | +2.7% |
| Q1 2019 | $799,000 | -2.8% | 24,200 | -10.0% | 0.19% | -11.4% |
| Q4 2018 | $822,000 | +134.9% | 26,900 | +175.4% | 0.21% | +600.0% |
| Q3 2011 | $350,000 | – | 9,769 | – | 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% |