FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,626,077 | -14.1% | 230,703 | -7.9% | 5.66% | -9.3% |
Q2 2023 | $10,045,312 | -6.8% | 250,568 | -6.6% | 6.24% | -8.4% |
Q1 2023 | $10,776,831 | -9.1% | 268,347 | -9.6% | 6.81% | -9.2% |
Q4 2022 | $11,850,104 | -44.9% | 296,920 | -50.5% | 7.50% | -2.1% |
Q3 2022 | $21,495,000 | +50.1% | 600,230 | +62.7% | 7.66% | -25.0% |
Q2 2022 | $14,320,000 | -3.7% | 368,966 | +5.0% | 10.22% | +8.2% |
Q1 2022 | $14,870,000 | +31.8% | 351,534 | +34.0% | 9.45% | +20.4% |
Q4 2021 | $11,283,000 | – | 262,242 | – | 7.84% | – |
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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% |