FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 463 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,694 | -9.8% | 925 | -6.6% | 0.01% | -12.5% |
| Q1 2024 | $41,808 | +4.1% | 990 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $40,154 | +8.5% | 990 | 0.0% | 0.01% | -11.1% |
| Q3 2023 | $37,016 | -6.7% | 990 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,690 | +6.8% | 990 | +7.0% | 0.01% | 0.0% |
| Q1 2023 | $37,148 | +0.6% | 925 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $36,917 | +15.3% | 925 | +3.4% | 0.01% | +11.1% |
| Q3 2022 | $32,032 | -14.0% | 895 | -6.8% | 0.01% | -10.0% |
| Q2 2022 | $37,258 | -1.6% | 960 | +7.3% | 0.01% | 0.0% |
| Q1 2022 | $37,859 | -1.7% | 895 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $38,521 | -6.0% | 895 | -14.4% | 0.01% | -16.7% |
| Q3 2021 | $40,964 | -1.4% | 1,045 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $41,560 | +4.7% | 1,045 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $39,689 | +8.3% | 1,045 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $36,648 | +113.7% | 1,045 | +91.7% | 0.01% | +75.0% |
| Q3 2020 | $17,146 | +3.8% | 545 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $16,524 | +9.5% | 545 | 0.0% | 0.01% | -27.3% |
| Q1 2020 | $15,086 | -23.2% | 545 | 0.0% | 0.01% | +10.0% |
| Q4 2019 | $19,636 | -18.7% | 545 | -21.4% | 0.01% | -37.5% |
| Q3 2019 | $24,165 | +3.3% | 693 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $23,382 | +193.9% | 693 | +182.9% | 0.02% | +166.7% |
| Q1 2019 | $7,955 | +30.3% | 245 | +16.7% | 0.01% | +20.0% |
| Q4 2018 | $6,107 | -8.1% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $6,644 | +4.5% | 210 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $6,359 | +1.3% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $6,277 | -3.1% | 210 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $6,481 | +3.7% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $6,248 | – | 210 | – | 0.01% | – |
Download | ||||||
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% |