FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,214,125 | +84.1% | 76,110 | +76.9% | 0.01% | +66.7% |
| Q4 2023 | $1,745,418 | +72.8% | 43,033 | +59.3% | 0.00% | 0.0% |
| Q3 2023 | $1,009,904 | -27.3% | 27,010 | -22.1% | 0.00% | -40.0% |
| Q2 2023 | $1,389,760 | +419.5% | 34,666 | +420.4% | 0.01% | +400.0% |
| Q1 2023 | $267,506 | -53.5% | 6,661 | -53.8% | 0.00% | -66.7% |
| Q4 2022 | $575,861 | -68.5% | 14,429 | -66.6% | 0.00% | -80.0% |
| Q1 2022 | $1,826,000 | -88.3% | 43,174 | -88.1% | 0.02% | -87.5% |
| Q4 2021 | $15,571,000 | -14.7% | 361,791 | -22.3% | 0.12% | -47.6% |
| Q3 2021 | $18,256,000 | +121.9% | 465,719 | +125.1% | 0.23% | +143.6% |
| Q2 2021 | $8,227,000 | +106.8% | 206,854 | +97.4% | 0.09% | +49.2% |
| Q1 2021 | $3,979,000 | +47.6% | 104,764 | +36.3% | 0.06% | +65.8% |
| Q4 2020 | $2,695,000 | +83.2% | 76,837 | +44.6% | 0.04% | -36.7% |
| Q1 2020 | $1,471,000 | +376.1% | 53,138 | +520.0% | 0.06% | +500.0% |
| Q4 2019 | $309,000 | – | 8,570 | – | 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% |