FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 99 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $19,142,000 | +27.3% | 548,953 | +23.2% | 0.10% | +28.2% |
| Q2 2019 | $15,039,000 | +84.2% | 445,735 | +77.3% | 0.08% | +81.4% |
| Q1 2019 | $8,163,000 | +18.9% | 251,397 | +6.5% | 0.04% | +10.3% |
| Q4 2018 | $6,863,000 | -5.0% | 235,995 | +3.4% | 0.04% | +5.4% |
| Q3 2018 | $7,225,000 | +9.8% | 228,345 | +5.1% | 0.04% | +2.8% |
| Q2 2018 | $6,578,000 | +11.7% | 217,253 | +10.3% | 0.04% | +9.1% |
| Q1 2018 | $5,889,000 | +12.3% | 197,011 | +16.0% | 0.03% | +10.0% |
| Q4 2017 | $5,242,000 | +8.1% | 169,866 | +4.3% | 0.03% | +3.4% |
| Q3 2017 | $4,847,000 | -39.0% | 162,917 | -40.0% | 0.03% | -40.8% |
| Q2 2017 | $7,944,000 | +13.2% | 271,594 | +12.3% | 0.05% | +8.9% |
| Q1 2017 | $7,018,000 | +22.8% | 241,916 | +18.7% | 0.04% | +32.4% |
| Q4 2016 | $5,714,000 | +39.0% | 203,879 | +33.8% | 0.03% | +30.8% |
| Q3 2016 | $4,112,000 | +8.5% | 152,320 | +8.3% | 0.03% | +13.0% |
| Q2 2016 | $3,791,000 | +426.5% | 140,655 | +351.9% | 0.02% | +475.0% |
| Q1 2016 | $720,000 | – | 31,127 | – | 0.00% | – |
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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% |