FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 326 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $9,572,000 | +7.1% | 272,950 | -3.9% | 4.75% | -9.4% |
| Q3 2020 | $8,937,000 | -1.3% | 284,067 | -4.9% | 5.24% | -6.2% |
| Q2 2020 | $9,058,000 | -24.4% | 298,742 | -31.0% | 5.58% | -39.0% |
| Q1 2020 | $11,978,000 | -21.5% | 432,718 | +2.2% | 9.16% | +6.6% |
| Q4 2019 | $15,258,000 | +67.0% | 423,480 | +61.7% | 8.59% | +75.2% |
| Q3 2019 | $9,134,000 | +7.5% | 261,954 | +4.0% | 4.90% | +5.3% |
| Q2 2019 | $8,495,000 | -6.1% | 251,790 | -8.1% | 4.66% | -7.7% |
| Q1 2019 | $9,047,000 | -28.5% | 273,987 | -37.0% | 5.04% | -35.0% |
| Q4 2018 | $12,654,000 | – | 435,161 | – | 7.76% | – |
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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% |