FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $813,000 | -1.3% | 20,728 | 0.0% | 0.49% | +3.4% |
| Q2 2021 | $824,000 | +4.7% | 20,728 | 0.0% | 0.48% | -2.7% |
| Q1 2021 | $787,000 | +20.7% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q4 2020 | $652,000 | -0.3% | 20,728 | 0.0% | 0.49% | +0.2% |
| Q3 2020 | $654,000 | +4.1% | 20,728 | 0.0% | 0.49% | -15.0% |
| Q2 2020 | $628,000 | +1.1% | 20,728 | 0.0% | 0.57% | -1.9% |
| Q1 2020 | $621,000 | -22.8% | 20,728 | -7.9% | 0.58% | -0.2% |
| Q4 2019 | $804,000 | +5.8% | 22,497 | +3.3% | 0.58% | -15.6% |
| Q3 2019 | $760,000 | +2.4% | 21,785 | 0.0% | 0.69% | +1.5% |
| Q2 2019 | $742,000 | +4.5% | 21,785 | +0.0% | 0.68% | -4.5% |
| Q1 2019 | $710,000 | +10.1% | 21,780 | +0.0% | 0.72% | -19.2% |
| Q4 2018 | $645,000 | -4.3% | 21,775 | -1.4% | 0.88% | +2.9% |
| Q3 2018 | $674,000 | +0.9% | 22,080 | +0.0% | 0.86% | +11.3% |
| Q2 2018 | $668,000 | -1.0% | 22,073 | -2.2% | 0.77% | +46.4% |
| Q1 2018 | $675,000 | -4.8% | 22,574 | +0.0% | 0.53% | +3.9% |
| Q4 2017 | $709,000 | – | 22,568 | – | 0.51% | – |
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% |