FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $28,105 | +0.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27,930 | +11.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | +3.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | +8.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 700 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $19,000 | -24.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $24,000 | +4.3% | 700 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $23,000 | +15.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $20,000 | -9.1% | 700 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $22,000 | +4.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | 0.0% | 700 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $21,000 | -4.5% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | – | 700 | – | 0.01% | – |
Download | ||||||
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% |