FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,945 | -6.7% | 5,615 | 0.0% | 0.15% | -7.5% |
| Q2 2023 | $225,105 | -0.2% | 5,615 | 0.0% | 0.16% | -2.5% |
| Q1 2023 | $225,498 | +0.6% | 5,615 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $224,095 | +11.5% | 5,615 | 0.0% | 0.16% | +2.5% |
| Q3 2022 | $201,000 | -7.8% | 5,615 | 0.0% | 0.16% | +0.6% |
| Q2 2022 | $218,000 | -8.4% | 5,615 | 0.0% | 0.16% | +0.6% |
| Q1 2022 | $238,000 | -1.7% | 5,615 | 0.0% | 0.16% | +8.3% |
| Q4 2021 | $242,000 | +10.0% | 5,615 | 0.0% | 0.14% | +7.4% |
| Q3 2021 | $220,000 | -1.3% | 5,615 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $223,000 | +4.7% | 5,615 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $213,000 | – | 5,615 | – | 0.14% | – |
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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% |