FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 506 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,632 | -12.1% | 359 | -8.9% | 0.01% | -16.7% |
| Q1 2024 | $16,641 | +4.6% | 394 | +0.5% | 0.01% | 0.0% |
| Q4 2023 | $15,911 | +9.3% | 392 | +0.8% | 0.01% | -14.3% |
| Q3 2023 | $14,562 | -6.3% | 389 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $15,538 | +0.5% | 388 | +0.8% | 0.01% | -12.5% |
| Q1 2023 | $15,462 | +1.2% | 385 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $15,285 | +12.3% | 383 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $13,614 | -7.3% | 380 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $14,682 | -7.9% | 378 | +0.3% | 0.01% | +14.3% |
| Q1 2022 | $15,933 | -1.3% | 377 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $16,141 | +10.4% | 375 | +0.5% | 0.01% | -12.5% |
| Q3 2021 | $14,622 | +3830.6% | 373 | -97.5% | 0.01% | -42.9% |
| Q2 2021 | $372 | -97.4% | 14,776 | +3893.5% | 0.01% | +55.6% |
| Q1 2021 | $14,044 | +8.8% | 370 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $12,908 | +12.1% | 368 | +0.5% | 0.01% | +12.5% |
| Q3 2020 | $11,510 | +4.4% | 366 | +0.5% | 0.01% | -11.1% |
| Q2 2020 | $11,027 | +10.3% | 364 | +0.8% | 0.01% | -25.0% |
| Q1 2020 | $9,993 | -22.6% | 361 | +0.6% | 0.01% | +20.0% |
| Q4 2019 | $12,919 | +3.9% | 359 | +0.6% | 0.01% | -9.1% |
| Q3 2019 | $12,433 | +4.0% | 357 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $11,954 | +4.4% | 354 | +0.3% | 0.01% | -15.4% |
| Q1 2019 | $11,449 | – | 353 | – | 0.01% | – |
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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% |