FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 161 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $503,000 | -1.4% | 16,829 | -3.4% | 0.00% | -20.0% |
| Q2 2017 | $510,000 | -45.3% | 17,425 | -45.8% | 0.01% | -37.5% |
| Q1 2017 | $933,000 | +517.9% | 32,167 | +473.8% | 0.01% | +300.0% |
| Q3 2016 | $151,000 | -62.7% | 5,606 | -62.6% | 0.00% | -33.3% |
| Q2 2016 | $405,000 | +110.9% | 15,006 | +83.1% | 0.00% | +200.0% |
| Q2 2015 | $192,000 | -44.7% | 8,196 | -43.1% | 0.00% | -50.0% |
| Q1 2015 | $347,000 | – | 14,396 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 263,304 | $9,181,000 | 18.24% |
| New England Private Wealth Advisors LLC | 1,749,557 | $60,999,000 | 14.80% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,546,240 | $53,917,000 | 10.93% |
| PRW Wealth Management LLC | 170,252 | $5,935,000 | 7.21% |
| MEANS INVESTMENT CO., INC. | 531,496 | $18,767,000 | 7.08% |
| Advisory Resource Group | 261,954 | $9,134,000 | 4.90% |
| Genesee Capital Advisors, LLC | 149,698 | $5,219,000 | 4.83% |
| Milestone Advisory Partners | 219,253 | $7,645,000 | 4.31% |
| Formidable Asset Management, LLC | 129,564 | $4,518,000 | 4.18% |
| Avestar Capital, LLC | 190,467 | $6,642,000 | 4.13% |