FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $766,000 | -30.4% | 27,647 | -9.4% | 0.36% | -11.2% |
| Q4 2019 | $1,100,000 | +9.5% | 30,507 | +5.9% | 0.40% | +2.3% |
| Q3 2019 | $1,005,000 | +30.5% | 28,795 | +26.2% | 0.39% | +28.2% |
| Q2 2019 | $770,000 | +42.9% | 22,811 | +37.5% | 0.30% | +36.2% |
| Q1 2019 | $539,000 | +34.1% | 16,594 | +20.2% | 0.22% | +11.4% |
| Q4 2018 | $402,000 | +72.5% | 13,803 | +88.0% | 0.20% | +95.1% |
| Q3 2018 | $233,000 | -2.9% | 7,342 | -7.3% | 0.10% | -7.2% |
| Q2 2018 | $240,000 | -4.8% | 7,924 | -5.7% | 0.11% | -7.5% |
| Q1 2018 | $252,000 | -2.7% | 8,402 | +0.5% | 0.12% | -7.7% |
| Q4 2017 | $259,000 | – | 8,362 | – | 0.13% | – |
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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% |