FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 90 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $44,489,000 | +24.3% | 1,256,738 | +18.0% | 0.28% | +13.4% |
| Q3 2019 | $35,780,000 | +15.5% | 1,065,195 | +16.2% | 0.25% | +10.3% |
| Q2 2019 | $30,986,000 | +56.3% | 916,838 | +50.2% | 0.22% | +48.3% |
| Q1 2019 | $19,820,000 | +39.2% | 610,283 | +24.7% | 0.15% | +18.0% |
| Q4 2018 | $14,241,000 | -4.3% | 489,595 | +4.1% | 0.13% | +3.2% |
| Q3 2018 | $14,875,000 | +6.5% | 470,122 | +0.5% | 0.12% | -4.6% |
| Q2 2018 | $13,967,000 | 0.0% | 467,921 | 0.0% | 0.13% | 0.0% |
| Q1 2018 | $13,967,000 | +2.1% | 467,921 | +5.5% | 0.13% | -0.8% |
| Q4 2017 | $13,686,000 | +11.8% | 443,523 | +7.7% | 0.13% | -1.5% |
| Q3 2017 | $12,246,000 | +18.6% | 411,667 | +16.6% | 0.13% | +9.9% |
| Q2 2017 | $10,328,000 | +22.3% | 353,039 | +21.1% | 0.12% | +13.1% |
| Q1 2017 | $8,445,000 | +31.0% | 291,639 | +26.6% | 0.11% | +18.9% |
| Q4 2016 | $6,448,000 | +54.8% | 230,419 | +49.4% | 0.09% | +45.2% |
| Q3 2016 | $4,165,000 | +32.8% | 154,183 | +32.5% | 0.06% | +24.0% |
| Q2 2016 | $3,137,000 | +86.9% | 116,325 | +78.4% | 0.05% | +66.7% |
| Q1 2016 | $1,678,000 | +22.9% | 65,212 | +14.1% | 0.03% | +20.0% |
| Q4 2015 | $1,365,000 | +14.8% | 57,153 | +9.5% | 0.02% | 0.0% |
| Q3 2015 | $1,189,000 | -23.6% | 52,185 | -21.6% | 0.02% | -13.8% |
| Q2 2015 | $1,556,000 | -2.3% | 66,534 | +0.7% | 0.03% | -6.5% |
| Q1 2015 | $1,592,000 | +10.9% | 66,067 | +11.2% | 0.03% | -3.1% |
| Q4 2014 | $1,436,000 | -12.5% | 59,439 | -18.7% | 0.03% | -28.9% |
| Q3 2014 | $1,642,000 | +79.6% | 73,106 | +82.9% | 0.04% | +80.0% |
| Q2 2014 | $914,000 | +8.2% | 39,961 | +3.5% | 0.02% | 0.0% |
| Q1 2014 | $845,000 | +1.4% | 38,604 | -0.8% | 0.02% | -3.8% |
| Q4 2013 | $833,000 | +134.0% | 38,924 | +119.2% | 0.03% | +116.7% |
| Q3 2013 | $356,000 | +43.0% | 17,754 | +39.1% | 0.01% | +33.3% |
| Q2 2013 | $249,000 | – | 12,767 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
| Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
| BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
| Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
| Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
| New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
| Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
| ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
| Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |