FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 463 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $713,125 | -3.5% | 17,500 | 0.0% | 0.19% | -3.6% |
| Q1 2024 | $739,025 | +4.1% | 17,500 | 0.0% | 0.20% | -8.0% |
| Q4 2023 | $709,800 | +8.5% | 17,500 | 0.0% | 0.21% | -2.3% |
| Q3 2023 | $654,325 | -6.7% | 17,500 | 0.0% | 0.22% | -4.4% |
| Q2 2023 | $701,575 | -0.2% | 17,500 | 0.0% | 0.23% | -4.6% |
| Q1 2023 | $702,800 | +0.6% | 17,500 | 0.0% | 0.24% | -6.3% |
| Q4 2022 | $698,425 | +11.6% | 17,500 | 0.0% | 0.26% | +7.1% |
| Q3 2022 | $626,000 | -7.8% | 17,500 | 0.0% | 0.24% | -0.8% |
| Q2 2022 | $679,000 | -8.2% | 17,500 | 0.0% | 0.24% | +28.3% |
| Q1 2022 | $740,000 | -1.7% | 17,500 | 0.0% | 0.19% | +2.2% |
| Q4 2021 | $753,000 | +9.8% | 17,500 | 0.0% | 0.18% | +2.2% |
| Q3 2021 | $686,000 | -1.3% | 17,500 | 0.0% | 0.18% | +4.7% |
| Q2 2021 | $695,000 | -0.3% | 17,500 | 0.0% | 0.17% | -3.9% |
| Q1 2021 | $697,000 | +13.5% | 17,500 | 0.0% | 0.18% | -49.7% |
| Q4 2020 | $614,000 | – | 17,500 | – | 0.35% | – |
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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% |