FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 347 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,853,508 | -0.8% | 143,643 | +2.8% | 6.26% | -7.8% |
Q1 2024 | $5,900,721 | +5.5% | 139,735 | +1.3% | 6.79% | -1.6% |
Q4 2023 | $5,592,561 | +10.9% | 137,884 | +2.3% | 6.90% | -1.1% |
Q3 2023 | $5,041,748 | -5.8% | 134,842 | +1.0% | 6.98% | -1.7% |
Q2 2023 | $5,352,017 | -40.3% | 133,500 | -40.2% | 7.09% | -41.3% |
Q1 2023 | $8,964,319 | -14.0% | 223,215 | -14.6% | 12.08% | -16.8% |
Q4 2022 | $10,429,175 | +9.6% | 261,318 | -1.7% | 14.52% | +21.5% |
Q3 2022 | $9,514,000 | -8.7% | 265,826 | -1.0% | 11.95% | +2.9% |
Q2 2022 | $10,416,000 | -34.6% | 268,396 | -28.7% | 11.61% | -24.4% |
Q1 2022 | $15,931,000 | -15.9% | 376,630 | -14.4% | 15.36% | -8.9% |
Q4 2021 | $18,935,000 | +12.6% | 439,932 | +2.5% | 16.86% | +1.6% |
Q3 2021 | $16,822,000 | +1.1% | 429,122 | +2.6% | 16.60% | +2.0% |
Q2 2021 | $16,634,000 | +2.1% | 418,249 | -2.5% | 16.28% | +4.7% |
Q1 2021 | $16,288,000 | +40.1% | 428,847 | +29.4% | 15.56% | +18.5% |
Q4 2020 | $11,624,000 | -44.2% | 331,459 | -50.0% | 13.13% | -1.8% |
Q3 2020 | $20,845,000 | +101.6% | 662,567 | +94.3% | 13.36% | -8.5% |
Q2 2020 | $10,338,000 | +35.2% | 340,975 | +23.2% | 14.60% | -11.7% |
Q1 2020 | $7,649,000 | -24.9% | 276,676 | -2.2% | 16.54% | -9.3% |
Q4 2019 | $10,190,000 | +11.0% | 282,820 | +7.4% | 18.24% | +0.0% |
Q3 2019 | $9,181,000 | +12.1% | 263,304 | +8.5% | 18.24% | +9.1% |
Q2 2019 | $8,187,000 | +20.9% | 242,775 | +16.4% | 16.72% | +57.9% |
Q1 2019 | $6,771,000 | – | 208,519 | – | 10.59% | – |
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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% |