FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,867,975 | -26.7% | 370,900 | -21.4% | 0.24% | -24.4% |
| Q2 2023 | $18,928,085 | +151010.4% | 472,139 | +51.4% | 0.32% | +25.6% |
| Q1 2023 | $12,526 | +5.0% | 311,914 | +4.4% | 0.26% | -20.4% |
| Q4 2022 | $11,928 | -99.8% | 298,867 | +39.3% | 0.32% | +32.2% |
| Q3 2022 | $7,680,000 | +88.1% | 214,581 | +104.0% | 0.24% | +92.9% |
| Q2 2022 | $4,082,000 | -10.3% | 105,168 | -2.2% | 0.13% | -8.6% |
| Q1 2022 | $4,550,000 | -10.4% | 107,568 | -8.8% | 0.14% | -7.9% |
| Q4 2021 | $5,076,000 | +16.8% | 117,942 | +6.4% | 0.15% | +7.1% |
| Q3 2021 | $4,346,000 | -20.4% | 110,863 | -19.2% | 0.14% | -26.9% |
| Q2 2021 | $5,457,000 | +133.5% | 137,206 | +122.9% | 0.19% | +101.0% |
| Q1 2021 | $2,337,000 | +72.1% | 61,545 | +58.9% | 0.10% | +50.0% |
| Q4 2020 | $1,358,000 | +18.9% | 38,727 | +6.7% | 0.06% | -8.6% |
| Q3 2020 | $1,142,000 | +3.5% | 36,307 | -0.2% | 0.07% | -11.4% |
| Q2 2020 | $1,103,000 | +24.2% | 36,393 | +13.5% | 0.08% | -3.7% |
| Q1 2020 | $888,000 | -61.2% | 32,065 | -49.5% | 0.08% | -57.5% |
| Q4 2019 | $2,290,000 | +25.4% | 63,557 | +21.3% | 0.19% | -5.9% |
| Q3 2019 | $1,826,000 | +19.7% | 52,377 | +15.6% | 0.20% | +2.5% |
| Q2 2019 | $1,525,000 | +4.5% | 45,298 | +0.7% | 0.20% | -19.0% |
| Q1 2019 | $1,460,000 | +216.0% | 44,974 | +183.3% | 0.25% | +96.0% |
| Q4 2018 | $462,000 | +84.8% | 15,876 | +97.3% | 0.13% | +17.8% |
| Q4 2017 | $250,000 | – | 8,045 | – | 0.11% | – |
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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% |