FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 261 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,349 | -6.7% | 10,012 | 0.0% | 0.02% | -32.4% |
| Q2 2023 | $401,381 | -11.8% | 10,012 | -11.6% | 0.03% | -15.0% |
| Q1 2023 | $455,013 | -9.5% | 11,330 | -10.0% | 0.04% | -18.4% |
| Q4 2022 | $502,666 | +11.5% | 12,595 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $451,000 | +52.9% | 12,595 | +1342.7% | 0.05% | +308.3% |
| Q2 2019 | $295,000 | – | 873 | – | 0.01% | – |
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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% |