FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,030 | -3.5% | 467 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $19,721 | +1844.9% | 467 | +1768.0% | 0.01% | – |
| Q4 2023 | $1,014 | -94.2% | 25 | -94.6% | 0.00% | -100.0% |
| Q3 2023 | $17,461 | +91800.0% | 467 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | 0.0% | 467 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $19 | -99.9% | 467 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $17,000 | 0.0% | 467 | +8.9% | 0.01% | +12.5% |
| Q2 2022 | $17,000 | -5.6% | 429 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $18,000 | +38.5% | 429 | +38.8% | 0.01% | +40.0% |
| Q4 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 309 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | +9.1% | 309 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | +22.2% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | 0.0% | 309 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | +800.0% | 309 | +1136.0% | 0.01% | +500.0% |
| Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |