FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 88 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $253,000 | -25.8% | 6,636 | -32.7% | 0.06% | -30.4% |
| Q4 2020 | $341,000 | +3.0% | 9,863 | -5.4% | 0.08% | -17.7% |
| Q3 2020 | $331,000 | +6.4% | 10,424 | +4.6% | 0.10% | +4.3% |
| Q2 2020 | $311,000 | -91.2% | 9,963 | -92.2% | 0.09% | -93.4% |
| Q1 2020 | $3,523,000 | -35.8% | 127,259 | -16.2% | 1.39% | -19.8% |
| Q4 2019 | $5,485,000 | +21.4% | 151,877 | +17.2% | 1.73% | -58.6% |
| Q3 2019 | $4,518,000 | +1.2% | 129,564 | -2.0% | 4.18% | +172.4% |
| Q2 2019 | $4,463,000 | +1186.2% | 132,165 | +549.6% | 1.54% | +1028.7% |
| Q1 2019 | $347,000 | +3.6% | 20,347 | +76.5% | 0.14% | -23.2% |
| Q4 2018 | $335,000 | -10.4% | 11,526 | -2.5% | 0.18% | +20.4% |
| Q3 2018 | $374,000 | -0.5% | 11,825 | -4.8% | 0.15% | -9.3% |
| Q2 2018 | $376,000 | +1.3% | 12,425 | 0.0% | 0.16% | -12.9% |
| Q1 2018 | $371,000 | -6.3% | 12,425 | -3.1% | 0.19% | +2.2% |
| Q4 2017 | $396,000 | +3.7% | 12,825 | 0.0% | 0.18% | +13.0% |
| Q3 2017 | $382,000 | +17.2% | 12,825 | +15.0% | 0.16% | 0.0% |
| Q2 2017 | $326,000 | +2.8% | 11,150 | +2.3% | 0.16% | +16.7% |
| Q1 2017 | $317,000 | -16.1% | 10,900 | -19.3% | 0.14% | -27.7% |
| Q4 2016 | $378,000 | +3.6% | 13,500 | 0.0% | 0.19% | +5.5% |
| Q3 2016 | $365,000 | -7.4% | 13,500 | -6.2% | 0.18% | -17.4% |
| Q2 2016 | $394,000 | +6.2% | 14,400 | 0.0% | 0.22% | -16.1% |
| Q1 2016 | $371,000 | -5.1% | 14,400 | -13.8% | 0.26% | -3.7% |
| Q4 2015 | $391,000 | -8.2% | 16,700 | -10.7% | 0.27% | -4.6% |
| Q3 2015 | $426,000 | -2.5% | 18,700 | 0.0% | 0.28% | +1.8% |
| Q2 2015 | $437,000 | -9.0% | 18,700 | -6.0% | 0.28% | -11.7% |
| Q1 2015 | $480,000 | -15.0% | 19,900 | -15.0% | 0.32% | -18.1% |
| Q4 2014 | $565,000 | +1.3% | 23,400 | -1.3% | 0.39% | +4.6% |
| Q3 2014 | $558,000 | -6.8% | 23,700 | -9.5% | 0.37% | +1.9% |
| Q2 2014 | $599,000 | +2.2% | 26,200 | -0.8% | 0.36% | -11.5% |
| Q1 2014 | $586,000 | +4.1% | 26,400 | -2.9% | 0.41% | +7.9% |
| Q4 2013 | $563,000 | +1.1% | 27,200 | -2.0% | 0.38% | -21.2% |
| Q3 2013 | $557,000 | – | 27,750 | – | 0.48% | – |
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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% |