FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $275,000 | -3.2% | 9,207 | 0.0% | 0.04% | +133.3% |
| Q4 2017 | $284,000 | +3.6% | 9,207 | 0.0% | 0.02% | -28.0% |
| Q3 2017 | $274,000 | -8.4% | 9,207 | -9.9% | 0.02% | +127.3% |
| Q2 2017 | $299,000 | -2.9% | 10,215 | -3.8% | 0.01% | +450.0% |
| Q1 2017 | $308,000 | -6.7% | 10,615 | -9.9% | 0.00% | 0.0% |
| Q4 2016 | $330,000 | -8.3% | 11,780 | -11.6% | 0.00% | 0.0% |
| Q3 2016 | $360,000 | -11.5% | 13,330 | -11.8% | 0.00% | 0.0% |
| Q2 2016 | $407,000 | -17.1% | 15,106 | -20.9% | 0.00% | 0.0% |
| Q1 2016 | $491,000 | +4.7% | 19,100 | -2.8% | 0.00% | 0.0% |
| Q4 2015 | $469,000 | +0.2% | 19,651 | -4.4% | 0.00% | 0.0% |
| Q3 2015 | $468,000 | – | 20,551 | – | 0.00% | – |
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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% |