FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $23,295,000 | +6.9% | 550,706 | +8.7% | 4.57% | +21.7% |
| Q4 2021 | $21,799,000 | +16.6% | 506,484 | +6.2% | 3.75% | -7.7% |
| Q3 2021 | $18,691,000 | +8.1% | 476,802 | +9.6% | 4.06% | +6.6% |
| Q2 2021 | $17,295,000 | +32.2% | 434,887 | +26.3% | 3.81% | -11.6% |
| Q1 2021 | $13,079,000 | +20.0% | 344,369 | +10.8% | 4.31% | +36.5% |
| Q4 2020 | $10,900,000 | +45.5% | 310,814 | +30.6% | 3.16% | +26.2% |
| Q3 2020 | $7,490,000 | +18.7% | 238,066 | +4.5% | 2.50% | -10.0% |
| Q1 2020 | $6,308,000 | -88.6% | 227,875 | -85.1% | 2.78% | -73.6% |
| Q4 2019 | $55,097,000 | +698.9% | 1,529,208 | +673.1% | 10.53% | +362.6% |
| Q3 2019 | $6,897,000 | +6.2% | 197,805 | +2.8% | 2.28% | +10.5% |
| Q2 2019 | $6,492,000 | +59.8% | 192,426 | +53.8% | 2.06% | +51.7% |
| Q1 2019 | $4,062,000 | – | 125,092 | – | 1.36% | – |
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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% |