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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,177,947 | -10.0% | 31,504 | -3.5% | 0.14% | -3.6% |
Q2 2023 | $1,309,189 | -22.4% | 32,656 | -22.3% | 0.14% | -15.2% |
Q1 2023 | $1,687,797 | +1.7% | 42,027 | +1.1% | 0.16% | +3.1% |
Q4 2022 | $1,658,964 | -3.5% | 41,568 | -13.4% | 0.16% | -22.0% |
Q3 2022 | $1,719,000 | -7.6% | 48,019 | +0.1% | 0.20% | +10.8% |
Q2 2022 | $1,861,000 | -99.9% | 47,959 | +2.1% | 0.18% | +13.5% |
Q1 2022 | $1,987,551,000 | -3.3% | 46,987 | -1.7% | 0.16% | -1.8% |
Q4 2021 | $2,056,346,000 | +8.3% | 47,778 | -1.3% | 0.17% | +0.6% |
Q3 2021 | $1,897,897,000 | +141428.5% | 48,416 | +43.5% | 0.16% | -2.4% |
Q2 2021 | $1,341,000 | -29.8% | 33,730 | -32.9% | 0.17% | -16.3% |
Q1 2021 | $1,909,000 | -1.8% | 50,254 | -9.4% | 0.20% | -17.9% |
Q4 2020 | $1,944,000 | -5.9% | 55,442 | -11.2% | 0.25% | -11.5% |
Q3 2020 | $2,066,000 | +2.2% | 62,404 | -6.4% | 0.28% | -15.2% |
Q2 2020 | $2,021,000 | -1.7% | 66,644 | -10.3% | 0.33% | -24.1% |
Q1 2020 | $2,055,000 | -20.3% | 74,257 | +3.5% | 0.43% | -2.7% |
Q4 2019 | $2,578,000 | +91.0% | 71,753 | +79.4% | 0.44% | -19.1% |
Q2 2019 | $1,350,000 | +2.6% | 40,002 | -1.3% | 0.55% | +55.5% |
Q1 2019 | $1,316,000 | -24.9% | 40,537 | -26.8% | 0.35% | +41.8% |
Q3 2018 | $1,752,000 | +111.9% | 55,362 | +102.8% | 0.25% | -1.2% |
Q2 2018 | $827,000 | +1.7% | 27,298 | +0.3% | 0.25% | -0.4% |
Q1 2018 | $813,000 | -5.7% | 27,212 | -2.6% | 0.25% | +17.1% |
Q4 2017 | $862,000 | -20.8% | 27,931 | -23.7% | 0.22% | -39.5% |
Q3 2017 | $1,089,000 | +0.4% | 36,614 | -1.3% | 0.36% | -9.8% |
Q2 2017 | $1,085,000 | -6.9% | 37,078 | -7.8% | 0.40% | -13.3% |
Q1 2017 | $1,166,000 | -5.8% | 40,210 | -8.9% | 0.46% | -25.6% |
Q4 2016 | $1,238,000 | +10.7% | 44,152 | +6.6% | 0.61% | +10.4% |
Q3 2016 | $1,118,000 | +23.5% | 41,412 | +23.3% | 0.56% | +12.6% |
Q2 2016 | $905,000 | +59.3% | 33,581 | +52.1% | 0.49% | +34.6% |
Q1 2016 | $568,000 | +8.6% | 22,078 | +0.9% | 0.37% | +0.3% |
Q4 2015 | $523,000 | -1.9% | 21,882 | -4.0% | 0.37% | +7.6% |
Q3 2015 | $533,000 | -99.9% | 22,802 | -49.4% | 0.34% | +2.1% |
Q2 2015 | $527,559,000 | +101745.4% | 45,084 | +109.6% | 0.33% | -0.9% |
Q1 2015 | $518,000 | +23.9% | 21,514 | +24.3% | 0.34% | +41.8% |
Q4 2014 | $418,000 | – | 17,306 | – | 0.24% | – |
Download |
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% |