FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 333 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $434,000 | +11.6% | 12,357 | 0.0% | 0.00% | – |
Q3 2020 | $389,000 | +3.7% | 12,357 | 0.0% | 0.00% | – |
Q2 2020 | $375,000 | +3.9% | 12,357 | -5.3% | 0.00% | – |
Q1 2020 | $361,000 | -85.5% | 13,055 | -84.1% | 0.00% | -100.0% |
Q2 2018 | $2,483,000 | +125.5% | 81,995 | +122.7% | 0.00% | +100.0% |
Q1 2018 | $1,101,000 | +297.5% | 36,820 | +288.1% | 0.00% | – |
Q2 2017 | $277,000 | -52.2% | 9,487 | -60.9% | 0.00% | -100.0% |
Q4 2015 | $579,000 | -89.8% | 24,246 | -90.3% | 0.00% | -85.7% |
Q3 2015 | $5,680,000 | +84.7% | 249,216 | +89.4% | 0.01% | +133.3% |
Q2 2015 | $3,076,000 | +143.0% | 131,555 | +150.4% | 0.00% | +200.0% |
Q1 2015 | $1,266,000 | +9.7% | 52,536 | +10.0% | 0.00% | 0.0% |
Q4 2014 | $1,154,000 | +3.8% | 47,750 | -3.6% | 0.00% | 0.0% |
Q3 2014 | $1,112,000 | +2.6% | 49,527 | +4.6% | 0.00% | 0.0% |
Q2 2014 | $1,084,000 | -29.8% | 47,362 | -32.9% | 0.00% | -50.0% |
Q1 2014 | $1,544,000 | +80.4% | 70,552 | +76.4% | 0.00% | +100.0% |
Q4 2013 | $856,000 | +6.7% | 39,992 | -0.0% | 0.00% | 0.0% |
Q3 2013 | $802,000 | -19.5% | 39,999 | -21.8% | 0.00% | 0.0% |
Q2 2013 | $996,000 | -19.9% | 51,177 | -20.3% | 0.00% | 0.0% |
Q1 2013 | $1,243,000 | – | 64,221 | – | 0.00% | – |
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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% |