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 | $1,366,571 | -8.2% | 33,535 | -4.9% | 0.68% | -10.0% |
| Q1 2024 | $1,489,018 | +4.1% | 35,260 | +0.0% | 0.76% | -6.1% |
| Q4 2023 | $1,429,923 | +1.3% | 35,255 | -6.6% | 0.81% | -11.4% |
| Q3 2023 | $1,411,244 | -20.5% | 37,744 | -14.8% | 0.91% | -26.3% |
| Q2 2023 | $1,775,728 | +2.1% | 44,294 | +2.3% | 1.24% | +2.6% |
| Q1 2023 | $1,739,395 | -10.8% | 43,312 | -11.4% | 1.21% | -17.1% |
| Q4 2022 | $1,951,000 | +14.5% | 48,881 | +2.7% | 1.46% | -9.8% |
| Q3 2022 | $1,704,000 | -6.0% | 47,600 | +1.9% | 1.62% | -14.7% |
| Q2 2022 | $1,813,000 | -15.9% | 46,715 | -6.8% | 1.89% | -8.6% |
| Q4 2021 | $2,157,000 | +3.4% | 50,106 | +1.6% | 2.07% | -5.9% |
| Q1 2021 | $2,086,000 | – | 49,318 | – | 2.20% | – |
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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% |