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 | $547,363 | +26.8% | 13,432 | +31.4% | 0.37% | +12.2% |
| Q1 2024 | $431,805 | -92.5% | 10,225 | -92.8% | 0.33% | -84.9% |
| Q4 2023 | $5,731,232 | -7.8% | 141,303 | -15.0% | 2.17% | -15.7% |
| Q3 2023 | $6,216,669 | +1191.4% | 166,266 | +1284.6% | 2.58% | +1795.6% |
| Q2 2023 | $481,405 | -99.7% | 12,008 | +213.4% | 0.14% | -85.3% |
| Q1 2023 | $145,427,474 | +110913.3% | 3,832 | +4.4% | 0.92% | +575.2% |
| Q3 2022 | $131,000 | -10.3% | 3,671 | -2.7% | 0.14% | +38.4% |
| Q2 2022 | $146,000 | – | 3,771 | – | 0.10% | – |
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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% |