FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281 | -6.6% | 7,505 | 0.0% | 0.18% | -4.2% |
| Q2 2023 | $301 | -3.2% | 7,505 | -3.2% | 0.19% | -9.5% |
| Q1 2023 | $311 | +3.7% | 7,755 | +3.3% | 0.21% | +4.5% |
| Q4 2022 | $300 | -99.9% | 7,505 | -0.2% | 0.20% | -1.0% |
| Q3 2022 | $269,000 | -10.3% | 7,520 | -2.6% | 0.20% | -4.7% |
| Q2 2022 | $300,000 | -8.3% | 7,720 | 0.0% | 0.21% | +5.4% |
| Q1 2022 | $327,000 | +2.2% | 7,720 | +3.9% | 0.20% | +5.8% |
| Q4 2021 | $320,000 | +13.1% | 7,430 | +2.8% | 0.19% | +2.1% |
| Q3 2021 | $283,000 | -1.7% | 7,230 | 0.0% | 0.19% | +2.2% |
| Q2 2021 | $288,000 | -47.6% | 7,230 | -50.0% | 0.18% | -4.2% |
| Q1 2021 | $550,000 | +116.5% | 14,460 | +100.0% | 0.19% | +1.6% |
| Q4 2020 | $254,000 | +11.9% | 7,230 | 0.0% | 0.19% | +0.5% |
| Q3 2020 | $227,000 | -0.4% | 7,230 | -4.0% | 0.19% | -7.9% |
| Q2 2020 | $228,000 | -12.0% | 7,530 | +4.9% | 0.20% | 0.0% |
| Q4 2019 | $259,000 | -0.8% | 7,180 | -4.0% | 0.20% | -3.8% |
| Q3 2019 | $261,000 | +3.6% | 7,480 | 0.0% | 0.21% | +1.0% |
| Q2 2019 | $252,000 | +9.6% | 7,480 | +5.6% | 0.21% | +5.0% |
| Q1 2019 | $230,000 | +11.7% | 7,080 | 0.0% | 0.20% | -1.5% |
| Q4 2018 | $206,000 | -14.2% | 7,080 | -6.6% | 0.20% | +2.0% |
| Q3 2018 | $240,000 | +4.3% | 7,580 | 0.0% | 0.20% | -3.9% |
| Q2 2018 | $230,000 | +0.9% | 7,580 | -0.5% | 0.21% | -2.4% |
| Q1 2018 | $228,000 | -7.7% | 7,615 | -5.0% | 0.21% | -5.4% |
| Q4 2017 | $247,000 | +3.8% | 8,015 | 0.0% | 0.22% | -0.4% |
| Q3 2017 | $238,000 | +6.7% | 8,015 | +5.1% | 0.22% | +1.4% |
| Q2 2017 | $223,000 | – | 7,625 | – | 0.22% | – |
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% |