FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,881 | -6.0% | 9,576 | +5.9% | 0.11% | +3.6% |
| Q2 2023 | $371,347 | +4.0% | 9,044 | +1.7% | 0.11% | -6.0% |
| Q1 2023 | $357,183 | -0.9% | 8,894 | 0.0% | 0.12% | -5.6% |
| Q4 2022 | $360,385 | +6.9% | 8,894 | +1.4% | 0.12% | -3.1% |
| Q3 2022 | $337,000 | +18.7% | 8,774 | +20.0% | 0.13% | +11.3% |
| Q2 2022 | $284,000 | -8.4% | 7,309 | +0.4% | 0.12% | +4.5% |
| Q1 2022 | $310,000 | +11.1% | 7,279 | +12.2% | 0.11% | 0.0% |
| Q4 2021 | $279,000 | +13.4% | 6,489 | +3.5% | 0.11% | -7.6% |
| Q3 2021 | $246,000 | +3.8% | 6,269 | +5.1% | 0.12% | +6.2% |
| Q2 2021 | $237,000 | +8.7% | 5,964 | +4.4% | 0.11% | +1.8% |
| Q1 2021 | $218,000 | +9.0% | 5,714 | 0.0% | 0.11% | -22.5% |
| Q4 2020 | $200,000 | – | 5,714 | – | 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% |