FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 200 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $541,201 | -2.0% | 13,281 | +1.5% | 0.16% | -2.5% |
| Q1 2024 | $552,411 | +4.1% | 13,081 | 0.0% | 0.16% | -2.4% |
| Q4 2023 | $530,565 | +6.6% | 13,081 | -1.8% | 0.16% | -5.7% |
| Q3 2023 | $497,848 | -5.1% | 13,315 | +1.8% | 0.17% | -2.8% |
| Q2 2023 | $524,417 | -5.7% | 13,081 | -5.5% | 0.18% | -9.1% |
| Q1 2023 | $555,855 | +0.5% | 13,841 | -0.2% | 0.20% | -3.0% |
| Q4 2022 | $553,352 | +11.6% | 13,865 | 0.0% | 0.20% | -2.9% |
| Q3 2022 | $496,000 | -8.5% | 13,865 | -0.6% | 0.21% | -5.0% |
| Q2 2022 | $542,000 | -9.4% | 13,949 | -1.2% | 0.22% | +2.3% |
| Q1 2022 | $598,000 | -3.4% | 14,119 | -1.9% | 0.22% | -2.7% |
| Q4 2021 | $619,000 | -3.7% | 14,392 | -11.7% | 0.22% | -10.5% |
| Q3 2021 | $643,000 | -4.9% | 16,292 | -1.4% | 0.25% | -5.4% |
| Q2 2021 | $676,000 | +3.8% | 16,521 | -3.6% | 0.26% | -2.6% |
| Q1 2021 | $651,000 | +6.0% | 17,142 | -2.1% | 0.27% | +0.4% |
| Q4 2020 | $614,000 | +2.5% | 17,504 | -8.0% | 0.27% | -15.2% |
| Q3 2020 | $599,000 | +3.8% | 19,026 | 0.0% | 0.32% | -6.5% |
| Q2 2020 | $577,000 | +9.3% | 19,026 | -0.2% | 0.34% | -7.7% |
| Q1 2020 | $528,000 | -28.9% | 19,065 | -7.5% | 0.36% | -9.2% |
| Q4 2019 | $743,000 | -6.8% | 20,619 | -9.8% | 0.40% | -12.8% |
| Q3 2019 | $797,000 | +2.6% | 22,855 | -0.7% | 0.46% | -8.0% |
| Q2 2019 | $777,000 | 0.0% | 23,027 | -3.7% | 0.50% | -14.1% |
| Q1 2019 | $777,000 | +10.1% | 23,919 | -1.5% | 0.58% | +7.2% |
| Q4 2018 | $706,000 | -8.4% | 24,289 | -0.3% | 0.54% | -8.6% |
| Q3 2018 | $771,000 | +4.6% | 24,354 | 0.0% | 0.60% | -9.4% |
| Q2 2018 | $737,000 | +1.1% | 24,354 | -0.2% | 0.66% | +4.1% |
| Q1 2018 | $729,000 | -4.1% | 24,398 | -0.9% | 0.63% | -11.9% |
| Q4 2017 | $760,000 | – | 24,616 | – | 0.72% | – |
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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% |