FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 205 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |