FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 332 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,733,172 | -16.2% | 42,532 | -13.1% | 0.12% | -22.5% |
Q1 2024 | $2,067,311 | -14.0% | 48,954 | -17.4% | 0.15% | -22.2% |
Q4 2023 | $2,403,077 | -26.8% | 59,247 | -32.5% | 0.19% | -34.2% |
Q3 2023 | $3,284,223 | -50.6% | 87,837 | -47.0% | 0.30% | -41.7% |
Q2 2023 | $6,650,290 | -0.2% | 165,884 | -0.0% | 0.51% | -9.2% |
Q1 2023 | $6,662,839 | +3.2% | 165,907 | +2.6% | 0.56% | -11.9% |
Q4 2022 | $6,454,638 | +18.5% | 161,730 | +6.3% | 0.63% | +1.6% |
Q3 2022 | $5,445,000 | -4.5% | 152,149 | +3.5% | 0.62% | -3.6% |
Q2 2022 | $5,704,000 | -5.7% | 146,972 | +2.8% | 0.64% | +6.8% |
Q1 2022 | $6,050,000 | +1.3% | 143,018 | +3.1% | 0.60% | +2.7% |
Q4 2021 | $5,970,000 | +20.3% | 138,716 | +9.6% | 0.59% | +7.1% |
Q3 2021 | $4,962,000 | +3.9% | 126,585 | +5.4% | 0.55% | +0.5% |
Q2 2021 | $4,777,000 | +7.4% | 120,126 | +2.6% | 0.55% | -4.2% |
Q1 2021 | $4,448,000 | -2.7% | 117,109 | -10.2% | 0.57% | -26.4% |
Q4 2020 | $4,573,000 | +11.6% | 130,390 | +3.2% | 0.77% | -1.7% |
Q3 2020 | $4,099,000 | +3.3% | 126,326 | -3.2% | 0.79% | -12.0% |
Q2 2020 | $3,968,000 | -4.3% | 130,554 | -8.6% | 0.89% | -19.9% |
Q1 2020 | $4,147,000 | -28.2% | 142,894 | -11.4% | 1.12% | -21.2% |
Q4 2019 | $5,775,000 | +14.7% | 161,269 | +8.8% | 1.42% | +1.9% |
Q3 2019 | $5,036,000 | +2.2% | 148,161 | +3.4% | 1.39% | +3.9% |
Q2 2019 | $4,928,000 | +18.0% | 143,332 | +14.9% | 1.34% | +5.2% |
Q1 2019 | $4,176,000 | +6.2% | 124,799 | +0.3% | 1.27% | +3.2% |
Q4 2018 | $3,933,000 | +63.5% | 124,397 | +58.4% | 1.23% | -34.0% |
Q3 2018 | $2,405,000 | +15.1% | 78,553 | +13.8% | 1.87% | +1.2% |
Q2 2018 | $2,090,000 | +20.9% | 69,011 | +19.3% | 1.84% | +12.6% |
Q1 2018 | $1,728,000 | -4.4% | 57,828 | -1.3% | 1.64% | -13.6% |
Q4 2017 | $1,808,000 | – | 58,580 | – | 1.89% | – |
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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% |