FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 256 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $784,438 | -75.2% | 19,250 | -74.3% | 0.07% | -76.6% |
| Q1 2024 | $3,160,789 | +17.5% | 74,847 | +12.9% | 0.30% | +9.5% |
| Q4 2023 | $2,689,047 | +0.2% | 66,298 | -7.7% | 0.27% | -12.8% |
| Q3 2023 | $2,684,863 | -10.6% | 71,807 | -4.1% | 0.31% | -11.3% |
| Q2 2023 | $3,003,061 | -2.0% | 74,908 | -1.8% | 0.35% | -12.0% |
| Q1 2023 | $3,063,918 | +36.0% | 76,293 | +35.1% | 0.40% | +20.4% |
| Q4 2022 | $2,253,036 | -8.3% | 56,453 | -17.8% | 0.33% | -17.0% |
| Q3 2022 | $2,458,000 | -7.3% | 68,689 | +0.5% | 0.40% | -7.8% |
| Q2 2022 | $2,651,000 | +0.8% | 68,319 | +9.8% | 0.44% | +8.8% |
| Q1 2022 | $2,631,000 | -3.2% | 62,203 | -1.5% | 0.40% | -2.4% |
| Q4 2021 | $2,718,000 | +10.4% | 63,149 | +0.5% | 0.41% | +0.7% |
| Q3 2021 | $2,463,000 | +7.2% | 62,838 | +8.7% | 0.41% | +2.0% |
| Q2 2021 | $2,298,000 | +6.9% | 57,793 | +2.1% | 0.40% | -5.0% |
| Q1 2021 | $2,150,000 | +13.4% | 56,610 | +4.7% | 0.42% | +3.7% |
| Q4 2020 | $1,896,000 | +6.5% | 54,051 | -4.5% | 0.40% | -7.7% |
| Q3 2020 | $1,780,000 | +7.7% | 56,590 | +3.9% | 0.44% | -12.2% |
| Q2 2020 | $1,652,000 | +33.4% | 54,473 | +21.8% | 0.50% | -21.5% |
| Q1 2020 | $1,238,000 | -18.9% | 44,709 | +5.4% | 0.64% | -6.6% |
| Q4 2019 | $1,526,000 | +121.8% | 42,427 | +109.0% | 0.68% | +84.3% |
| Q3 2019 | $688,000 | +192.8% | 20,301 | +194.4% | 0.37% | +191.3% |
| Q2 2019 | $235,000 | +1.3% | 6,895 | -3.6% | 0.13% | -8.6% |
| Q1 2019 | $232,000 | +6.4% | 7,153 | -4.8% | 0.14% | -12.0% |
| Q4 2018 | $218,000 | -9.2% | 7,510 | -0.8% | 0.16% | +14.5% |
| Q3 2018 | $240,000 | -0.8% | 7,573 | -5.2% | 0.14% | -2.8% |
| Q2 2018 | $242,000 | -8.3% | 7,989 | -9.5% | 0.14% | -16.0% |
| Q1 2018 | $264,000 | +7.3% | 8,830 | +10.8% | 0.17% | +1.2% |
| Q4 2017 | $246,000 | -44.7% | 7,967 | -46.7% | 0.17% | -34.5% |
| Q3 2017 | $445,000 | -3.1% | 14,949 | -5.0% | 0.26% | -13.3% |
| Q2 2017 | $459,000 | -35.3% | 15,729 | -36.2% | 0.29% | -42.4% |
| Q1 2017 | $709,000 | -81.6% | 24,638 | -82.1% | 0.51% | -83.8% |
| Q4 2016 | $3,850,000 | – | 137,322 | – | 3.14% | – |
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% |