FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,243 | -2.4% | 55,048 | -0.3% | 0.85% | -21.5% |
| Q1 2024 | $2,298 | -73.4% | 55,202 | -74.1% | 1.09% | -70.9% |
| Q4 2023 | $8,632 | +15.1% | 212,843 | +4.5% | 3.74% | +2.1% |
| Q3 2023 | $7,500 | -12.9% | 203,755 | -3.3% | 3.66% | -8.0% |
| Q2 2023 | $8,609 | -99.9% | 210,769 | +8.3% | 3.98% | +2.8% |
| Q1 2023 | $7,815,216 | +5.7% | 194,602 | +5.0% | 3.87% | -3.3% |
| Q4 2022 | $7,396,241 | +19.3% | 185,323 | +7.0% | 4.00% | +3.4% |
| Q3 2022 | $6,201,000 | -7.5% | 173,252 | +0.3% | 3.87% | -3.6% |
| Q2 2022 | $6,703,000 | -1.3% | 172,713 | +7.5% | 4.01% | +13.2% |
| Q1 2022 | $6,794,000 | +4.8% | 160,617 | +6.7% | 3.54% | +8.0% |
| Q4 2021 | $6,481,000 | +17.5% | 150,588 | +7.0% | 3.28% | +4.1% |
| Q3 2021 | $5,515,000 | +0.8% | 140,694 | +2.2% | 3.15% | -2.0% |
| Q2 2021 | $5,473,000 | +13.4% | 137,625 | +8.3% | 3.22% | +2.2% |
| Q1 2021 | $4,827,000 | +23.7% | 127,093 | +14.2% | 3.15% | +2.9% |
| Q4 2020 | $3,903,000 | – | 111,285 | – | 3.06% | – |
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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% |