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 | $6,965,780 | +25.9% | 170,939 | +30.5% | 2.10% | +6.0% |
| Q1 2024 | $5,532,436 | -1.8% | 131,007 | -5.7% | 1.99% | -12.5% |
| Q4 2023 | $5,633,366 | +9.8% | 138,890 | +1.2% | 2.27% | +145.3% |
| Q3 2023 | $5,132,605 | +10.6% | 137,272 | +18.6% | 0.92% | +11.6% |
| Q2 2023 | $4,639,604 | +15.6% | 115,730 | +15.8% | 0.83% | +34.1% |
| Q1 2023 | $4,014,095 | +7.3% | 99,953 | +6.6% | 0.62% | -3.9% |
| Q4 2022 | $3,741,344 | – | 93,745 | – | 0.64% | – |
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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% |