FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 153 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $25,000 | +4.2% | 740 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +9.1% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $22,000 | -4.3% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | -4.3% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $23,000 | +4.5% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $22,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $22,000 | +4.8% | 740 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $21,000 | +5.0% | 740 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $20,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | +5.3% | 740 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $19,000 | +5.6% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $18,000 | +5.9% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $17,000 | 0.0% | 740 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $17,000 | -5.6% | 740 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $18,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +5.9% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $17,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $17,000 | +6.2% | 740 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $16,000 | 0.0% | 740 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $16,000 | +6.7% | 740 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $15,000 | +7.1% | 740 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $14,000 | – | 740 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |