FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 527 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $380,325 | -3.5% | 9,333 | 0.0% | 0.10% | -6.8% |
| Q1 2024 | $394,138 | +0.9% | 9,333 | -3.1% | 0.10% | +3.0% |
| Q4 2023 | $390,697 | +1.8% | 9,633 | -6.2% | 0.10% | -22.5% |
| Q3 2023 | $383,930 | -6.4% | 10,268 | +0.4% | 0.13% | -2.3% |
| Q2 2023 | $410,219 | -1.9% | 10,232 | -1.8% | 0.13% | -7.0% |
| Q1 2023 | $418,300 | -0.5% | 10,416 | -1.1% | 0.14% | -5.3% |
| Q4 2022 | $420,483 | +12.1% | 10,536 | +0.5% | 0.15% | +5.6% |
| Q3 2022 | $375,000 | -7.6% | 10,488 | +0.4% | 0.14% | +4.4% |
| Q2 2022 | $406,000 | -3.1% | 10,450 | +5.5% | 0.14% | +21.4% |
| Q1 2022 | $419,000 | -9.5% | 9,907 | -8.0% | 0.11% | +21.7% |
| Q4 2021 | $463,000 | +5.2% | 10,766 | -4.0% | 0.09% | +12.2% |
| Q3 2021 | $440,000 | -3.3% | 11,220 | -2.0% | 0.08% | +12.3% |
| Q2 2021 | $455,000 | +4.8% | 11,450 | +0.3% | 0.07% | +12.3% |
| Q1 2021 | $434,000 | +8.8% | 11,416 | +0.3% | 0.06% | -46.7% |
| Q4 2020 | $399,000 | +11.8% | 11,383 | +0.4% | 0.12% | -13.5% |
| Q3 2020 | $357,000 | +4.1% | 11,341 | +0.4% | 0.14% | -21.7% |
| Q2 2020 | $343,000 | +10.3% | 11,299 | +0.5% | 0.18% | +7.8% |
| Q1 2020 | $311,000 | -23.0% | 11,248 | +0.4% | 0.17% | -9.7% |
| Q4 2019 | $404,000 | – | 11,200 | – | 0.18% | – |
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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% |