FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,288,000 | 0.0% | 32,863 | 0.0% | 1.28% | 0.0% |
| Q2 2022 | $1,288,000 | +0.7% | 32,863 | +8.7% | 1.28% | +22.2% |
| Q1 2022 | $1,279,000 | -6.6% | 30,240 | -4.9% | 1.05% | -7.2% |
| Q4 2021 | $1,369,000 | +6.3% | 31,804 | -3.2% | 1.13% | -11.9% |
| Q3 2021 | $1,288,000 | -2.1% | 32,863 | -0.7% | 1.28% | -0.4% |
| Q2 2021 | $1,316,000 | -18.7% | 33,086 | -18.6% | 1.29% | -20.1% |
| Q1 2021 | $1,619,000 | +24.8% | 40,655 | +9.9% | 1.61% | +29.8% |
| Q4 2020 | $1,297,000 | – | 36,990 | – | 1.24% | – |
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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% |