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 | $253,613 | -6.5% | 6,783 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $271,207 | +0.0% | 6,765 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $271,118 | -9.4% | 6,751 | -10.0% | 0.01% | 0.0% |
| Q4 2022 | $299,188 | +31.2% | 7,497 | +17.8% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -18.0% | 6,363 | -11.0% | 0.01% | -16.7% |
| Q2 2022 | $278,000 | +3.7% | 7,152 | +12.8% | 0.01% | +20.0% |
| Q1 2022 | $268,000 | -1.5% | 6,340 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $272,000 | – | 6,326 | – | 0.01% | – |
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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% |