FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 477 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $479,343 | -7.7% | 11,763 | -4.4% | 0.15% | -19.1% |
Q1 2024 | $519,451 | -92.7% | 12,301 | -93.0% | 0.19% | -93.0% |
Q4 2023 | $7,161,079 | +12.5% | 176,556 | +3.7% | 2.67% | -3.0% |
Q3 2023 | $6,365,768 | -4.6% | 170,253 | +2.3% | 2.76% | -5.9% |
Q2 2023 | $6,671,472 | +123.6% | 166,412 | +124.0% | 2.93% | +103.2% |
Q1 2023 | $2,984,178 | +5.8% | 74,307 | +5.1% | 1.44% | -4.0% |
Q4 2022 | $2,820,549 | +12.7% | 70,673 | +1.1% | 1.50% | +14.1% |
Q3 2022 | $2,503,000 | +6.0% | 69,931 | +15.0% | 1.32% | +13.3% |
Q2 2022 | $2,361,000 | +132.6% | 60,823 | +153.5% | 1.16% | +177.8% |
Q1 2022 | $1,015,000 | +44.4% | 23,994 | +46.8% | 0.42% | +46.2% |
Q4 2021 | $703,000 | +440.8% | 16,344 | +392.4% | 0.29% | +376.7% |
Q3 2021 | $130,000 | -96.2% | 3,319 | -96.6% | 0.06% | -97.4% |
Q4 2020 | $3,411,000 | +23.1% | 97,280 | +10.4% | 2.35% | +11.2% |
Q3 2020 | $2,771,000 | +5.1% | 88,101 | +1.3% | 2.12% | -0.5% |
Q2 2020 | $2,636,000 | +33.3% | 86,959 | +21.6% | 2.12% | +16.8% |
Q1 2020 | $1,978,000 | +233.0% | 71,484 | +333.6% | 1.82% | +376.2% |
Q4 2019 | $594,000 | – | 16,488 | – | 0.38% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 282,820 | $10,190,000 | 18.24% |
New England Private Wealth Advisors LLC | 1,800,515 | $64,870,000 | 16.93% |
Crumly & Associates Inc. | 339,210 | $12,222,000 | 12.66% |
TOTAL INVESTMENT MANAGEMENT INC | 1,529,208 | $55,097,000 | 10.53% |
Golden State Wealth Management, LLC | 1,529,208 | $55,097,000 | 10.53% |
Advisory Resource Group | 423,480 | $15,258,000 | 8.59% |
Apexium Financial, LP | 171,971 | $6,196,000 | 8.01% |
MEANS INVESTMENT CO., INC. | 584,461 | $21,421,000 | 7.18% |
PRW Wealth Management LLC | 169,100 | $6,093,000 | 6.92% |
Paragon Wealth Strategies, LLC | 321,456 | $11,582,000 | 5.76% |