FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,543,000 | +15.3% | 49,065 | +11.1% | 0.62% | +6.5% |
| Q2 2020 | $1,338,000 | +9.9% | 44,158 | +0.4% | 0.58% | -5.4% |
| Q1 2020 | $1,217,000 | -25.1% | 43,978 | -2.4% | 0.61% | -14.1% |
| Q4 2019 | $1,624,000 | +5.1% | 45,077 | +1.7% | 0.72% | -0.7% |
| Q3 2019 | $1,545,000 | +3.8% | 44,318 | +0.5% | 0.72% | +9.3% |
| Q2 2019 | $1,488,000 | +3.9% | 44,112 | +0.0% | 0.66% | +7.9% |
| Q1 2019 | $1,432,000 | +7.7% | 44,103 | -3.6% | 0.61% | -7.7% |
| Q4 2018 | $1,330,000 | -29.4% | 45,748 | -23.2% | 0.66% | -20.2% |
| Q3 2018 | $1,885,000 | +5.2% | 59,580 | +0.7% | 0.83% | -1.9% |
| Q2 2018 | $1,792,000 | +57.1% | 59,176 | +55.1% | 0.85% | +40.5% |
| Q1 2018 | $1,141,000 | – | 38,160 | – | 0.60% | – |
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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% |