FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 210 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,238,341 | -7.2% | 202,168 | -3.8% | 4.13% | -8.4% |
Q1 2024 | $8,877,937 | +9.6% | 210,228 | +5.3% | 4.51% | -7.4% |
Q4 2023 | $8,100,312 | +3.4% | 199,712 | -4.7% | 4.87% | -6.3% |
Q3 2023 | $7,831,826 | +6.3% | 209,463 | +14.0% | 5.20% | +1.5% |
Q2 2023 | $7,368,750 | +5.2% | 183,805 | +5.4% | 5.12% | -6.6% |
Q1 2023 | $7,004,670 | +1543.6% | 174,419 | +1533.3% | 5.48% | +1335.1% |
Q4 2022 | $426,189 | +11.9% | 10,679 | +0.4% | 0.38% | +1.3% |
Q3 2022 | $381,000 | -7.5% | 10,640 | +0.2% | 0.38% | -3.1% |
Q2 2022 | $412,000 | -8.0% | 10,623 | +0.3% | 0.39% | +36.5% |
Q1 2022 | $448,000 | -1.3% | 10,591 | +0.4% | 0.28% | +8.4% |
Q4 2021 | $454,000 | +14.1% | 10,552 | +4.0% | 0.26% | +7.3% |
Q3 2021 | $398,000 | +0.3% | 10,142 | +1.6% | 0.24% | +3.4% |
Q2 2021 | $397,000 | +8.2% | 9,987 | +3.4% | 0.24% | -2.1% |
Q1 2021 | $367,000 | +22.7% | 9,659 | +13.2% | 0.24% | +17.5% |
Q4 2020 | $299,000 | -10.7% | 8,533 | -20.0% | 0.21% | -23.4% |
Q3 2020 | $335,000 | +5.3% | 10,662 | +1.5% | 0.27% | -1.8% |
Q2 2020 | $318,000 | +50.7% | 10,502 | +37.8% | 0.27% | +25.1% |
Q1 2020 | $211,000 | -15.3% | 7,621 | +10.3% | 0.22% | +47.0% |
Q4 2019 | $249,000 | +22.1% | 6,907 | +18.5% | 0.15% | -17.7% |
Q3 2019 | $204,000 | +87.2% | 5,830 | +60.0% | 0.18% | +98.9% |
Q1 2018 | $109,000 | +32.9% | 3,643 | +36.9% | 0.09% | +35.8% |
Q4 2017 | $82,000 | – | 2,662 | – | 0.07% | – |
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% |