FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $37,914 | +45.8% | 950 | +12.4% | 0.01% | -17.6% |
| Q3 2018 | $26,000 | +4.0% | 845 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $25,000 | 0.0% | 845 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $25,000 | -3.8% | 845 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $26,000 | +4.0% | 845 | 0.0% | 0.02% | -4.8% |
| Q3 2017 | $25,000 | +4.2% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $24,000 | 0.0% | 845 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $24,000 | +4.3% | 845 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $23,000 | +4.5% | 845 | 0.0% | 0.02% | +4.8% |
| Q3 2016 | $22,000 | 0.0% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $22,000 | +4.8% | 845 | 0.0% | 0.02% | +5.0% |
| Q1 2016 | $21,000 | – | 845 | – | 0.02% | – |
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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% |