FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 463 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $599,048 | -9.0% | 14,701 | -5.6% | 0.02% | -14.3% |
| Q1 2024 | $657,993 | +73.6% | 15,581 | +66.8% | 0.02% | +61.5% |
| Q4 2023 | $378,967 | -22.0% | 9,343 | -28.1% | 0.01% | -45.8% |
| Q3 2023 | $486,001 | -95.4% | 12,998 | -95.1% | 0.02% | -95.3% |
| Q2 2023 | $10,542,353 | +27.5% | 262,967 | +27.7% | 0.51% | +0.2% |
| Q1 2023 | $8,271,687 | +1571.6% | 205,968 | +1561.2% | 0.51% | +1348.6% |
| Q4 2022 | $494,845 | +72.4% | 12,399 | +54.5% | 0.04% | +45.8% |
| Q3 2022 | $287,000 | -8.3% | 8,024 | -0.4% | 0.02% | -7.7% |
| Q2 2022 | $313,000 | -6.8% | 8,053 | +1.2% | 0.03% | +8.3% |
| Q1 2022 | $336,000 | -18.6% | 7,955 | -17.2% | 0.02% | -22.6% |
| Q4 2021 | $413,000 | – | 9,602 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 263,304 | $9,181,000 | 18.24% |
| New England Private Wealth Advisors LLC | 1,749,557 | $60,999,000 | 14.80% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,546,240 | $53,917,000 | 10.93% |
| PRW Wealth Management LLC | 170,252 | $5,935,000 | 7.21% |
| MEANS INVESTMENT CO., INC. | 531,496 | $18,767,000 | 7.08% |
| Advisory Resource Group | 261,954 | $9,134,000 | 4.90% |
| Genesee Capital Advisors, LLC | 149,698 | $5,219,000 | 4.83% |
| Milestone Advisory Partners | 219,253 | $7,645,000 | 4.31% |
| Formidable Asset Management, LLC | 129,564 | $4,518,000 | 4.18% |
| Avestar Capital, LLC | 190,467 | $6,642,000 | 4.13% |