FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,057 | -9.1% | 15,273 | -2.6% | 0.29% | -6.2% |
| Q2 2023 | $628,531 | -0.2% | 15,678 | 0.0% | 0.31% | -5.0% |
| Q1 2023 | $629,628 | +0.6% | 15,678 | 0.0% | 0.32% | -0.6% |
| Q4 2022 | $625,709 | +11.5% | 15,678 | 0.0% | 0.32% | +1.9% |
| Q3 2022 | $561,000 | -8.9% | 15,678 | -0.0% | 0.32% | -4.2% |
| Q2 2022 | $616,000 | -7.1% | 15,679 | 0.0% | 0.33% | +3.7% |
| Q1 2022 | $663,000 | -1.8% | 15,679 | 0.0% | 0.32% | 0.0% |
| Q4 2021 | $675,000 | +9.8% | 15,679 | 0.0% | 0.32% | -3.9% |
| Q3 2021 | $615,000 | -1.4% | 15,679 | 0.0% | 0.33% | +2.1% |
| Q2 2021 | $624,000 | +4.9% | 15,679 | 0.0% | 0.33% | -2.4% |
| Q1 2021 | $595,000 | +8.2% | 15,679 | 0.0% | 0.34% | -1.5% |
| Q4 2020 | $550,000 | – | 15,679 | – | 0.34% | – |
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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% |