FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 510 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,862 | -8.4% | 5,911 | -5.1% | 0.09% | -12.7% |
| Q1 2024 | $263,076 | -28.7% | 6,230 | -31.6% | 0.10% | -28.7% |
| Q4 2023 | $369,201 | -27.4% | 9,103 | -33.1% | 0.14% | -33.5% |
| Q3 2023 | $508,647 | -0.9% | 13,604 | +6.2% | 0.22% | +1.9% |
| Q2 2023 | $513,349 | +35.6% | 12,805 | +35.9% | 0.21% | +32.7% |
| Q1 2023 | $378,451 | -29.2% | 9,424 | -29.7% | 0.16% | -32.1% |
| Q4 2022 | $534,838 | +2.3% | 13,401 | -8.3% | 0.23% | -5.6% |
| Q3 2022 | $523,000 | -53.6% | 14,621 | -49.7% | 0.25% | -52.8% |
| Q2 2022 | $1,128,000 | -12.8% | 29,053 | -3.4% | 0.52% | -9.6% |
| Q1 2022 | $1,294,000 | 0.0% | 30,067 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,294,000 | – | 30,067 | – | 0.58% | – |
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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% |