FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,145,140 | -82.2% | 28,102 | -81.6% | 0.57% | -83.4% |
| Q1 2024 | $6,441,659 | +4.6% | 152,538 | +0.5% | 3.42% | -4.3% |
| Q4 2023 | $6,157,567 | +6.9% | 151,814 | -1.4% | 3.57% | +1.1% |
| Q3 2023 | $5,758,013 | -10.1% | 153,999 | -3.6% | 3.53% | -5.3% |
| Q2 2023 | $6,405,437 | +0.7% | 159,776 | +0.9% | 3.73% | -6.1% |
| Q1 2023 | $6,358,090 | +7.0% | 158,319 | +6.3% | 3.97% | -1.1% |
| Q4 2022 | $5,942,272 | +17.9% | 148,892 | +5.8% | 4.01% | -12.0% |
| Q3 2022 | $5,039,000 | -6.7% | 140,784 | +1.1% | 4.56% | -13.4% |
| Q2 2022 | $5,402,000 | -5.0% | 139,201 | +3.5% | 5.26% | +17.1% |
| Q1 2022 | $5,689,000 | +74.9% | 134,480 | +77.9% | 4.50% | +67.3% |
| Q4 2021 | $3,253,000 | – | 75,575 | – | 2.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 282,820 | $10,190,000 | 18.24% |
| New England Private Wealth Advisors LLC | 1,800,515 | $64,870,000 | 16.93% |
| Crumly & Associates Inc. | 339,210 | $12,222,000 | 12.66% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,529,208 | $55,097,000 | 10.53% |
| Golden State Wealth Management, LLC | 1,529,208 | $55,097,000 | 10.53% |
| Advisory Resource Group | 423,480 | $15,258,000 | 8.59% |
| Apexium Financial, LP | 171,971 | $6,196,000 | 8.01% |
| MEANS INVESTMENT CO., INC. | 584,461 | $21,421,000 | 7.18% |
| PRW Wealth Management LLC | 169,100 | $6,093,000 | 6.92% |
| Paragon Wealth Strategies, LLC | 321,456 | $11,582,000 | 5.76% |