FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $212,050 | +2735.7% | 5,021 | +2410.5% | 0.02% | +1800.0% |
| Q3 2023 | $7,478 | -6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,018 | -0.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,032 | +0.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,982 | -55.7% | 200 | -55.8% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | -43.8% | 452 | -39.7% | 0.00% | -33.3% |
| Q1 2022 | $32,000 | 0.0% | 750 | +0.3% | 0.00% | -25.0% |
| Q4 2021 | $32,000 | +10.3% | 748 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -55.4% | 745 | -55.5% | 0.00% | 0.0% |
| Q2 2021 | $65,000 | +85.7% | 1,675 | +79.7% | 0.00% | -20.0% |
| Q1 2021 | $35,000 | +191.7% | 932 | +133.0% | 0.01% | +150.0% |
| Q2 2020 | $12,000 | -29.4% | 400 | -36.5% | 0.00% | -50.0% |
| Q1 2020 | $17,000 | -26.1% | 630 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | – | 630 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 263,304 | $9,181,000 | 18.24% |
| New England Private Wealth Advisors LLC | 1,749,557 | $60,999,000 | 14.80% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,546,240 | $53,917,000 | 10.93% |
| PRW Wealth Management LLC | 170,252 | $5,935,000 | 7.21% |
| MEANS INVESTMENT CO., INC. | 531,496 | $18,767,000 | 7.08% |
| Advisory Resource Group | 261,954 | $9,134,000 | 4.90% |
| Genesee Capital Advisors, LLC | 149,698 | $5,219,000 | 4.83% |
| Milestone Advisory Partners | 219,253 | $7,645,000 | 4.31% |
| Formidable Asset Management, LLC | 129,564 | $4,518,000 | 4.18% |
| Avestar Capital, LLC | 190,467 | $6,642,000 | 4.13% |