FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $66,000 | -7.0% | 1,848 | +0.5% | 0.02% | -5.3% |
| Q2 2022 | $71,000 | -7.8% | 1,838 | +0.4% | 0.02% | +5.6% |
| Q1 2022 | $77,000 | -1.3% | 1,830 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $78,000 | +9.9% | 1,822 | +0.5% | 0.02% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 1,813 | +0.4% | 0.02% | 0.0% |
| Q2 2021 | $71,000 | -13.4% | 1,805 | -16.0% | 0.02% | -21.7% |
| Q1 2021 | $82,000 | +9.3% | 2,148 | +0.4% | 0.02% | 0.0% |
| Q4 2020 | $75,000 | +13.6% | 2,140 | +0.5% | 0.02% | 0.0% |
| Q3 2020 | $66,000 | +3.1% | 2,129 | +0.5% | 0.02% | -4.2% |
| Q2 2020 | $64,000 | +16.4% | 2,118 | +0.6% | 0.02% | -7.7% |
| Q1 2020 | $55,000 | -11.3% | 2,105 | +20.8% | 0.03% | +23.8% |
| Q4 2019 | $62,000 | +5.1% | 1,742 | +0.5% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | +1.7% | 1,733 | +0.6% | 0.02% | -4.5% |
| Q2 2019 | $58,000 | – | 1,722 | – | 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% |