FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,542 | -5.8% | 201,713 | +1.0% | 1.04% | +0.2% |
Q2 2023 | $8,008 | -3.1% | 199,688 | -2.9% | 1.03% | -7.9% |
Q1 2023 | $8,262 | -99.9% | 205,719 | -24.9% | 1.12% | -20.3% |
Q4 2021 | $11,785,000 | +8.8% | 273,814 | -0.9% | 1.41% | -9.6% |
Q3 2021 | $10,835,000 | +11.7% | 276,404 | +13.4% | 1.56% | +8.3% |
Q2 2021 | $9,697,000 | +46.4% | 243,833 | +39.8% | 1.44% | +20.8% |
Q1 2021 | $6,624,000 | +26.9% | 174,409 | +17.2% | 1.19% | +3.7% |
Q4 2020 | $5,221,000 | +9.5% | 148,876 | -1.8% | 1.15% | -25.2% |
Q3 2020 | $4,769,000 | +5.9% | 151,598 | +2.1% | 1.54% | -10.1% |
Q2 2020 | $4,503,000 | +168.2% | 148,514 | +144.9% | 1.71% | +91.7% |
Q1 2020 | $1,679,000 | -25.5% | 60,645 | -3.1% | 0.89% | -3.0% |
Q4 2019 | $2,254,000 | +124.1% | 62,555 | +116.9% | 0.92% | +46.3% |
Q3 2019 | $1,006,000 | +88.4% | 28,836 | +82.2% | 0.63% | +83.1% |
Q2 2019 | $534,000 | +155.5% | 15,825 | +129.4% | 0.34% | +90.6% |
Q2 2018 | $209,000 | -0.5% | 6,898 | -1.7% | 0.18% | -10.4% |
Q1 2018 | $210,000 | – | 7,017 | – | 0.20% | – |
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% |