FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 124 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $45,120,000 | +11.5% | 1,516,630 | +9.6% | 0.27% | +5.1% |
| Q2 2017 | $40,464,000 | +9.8% | 1,383,369 | +8.9% | 0.26% | +4.0% |
| Q1 2017 | $36,852,000 | +19.1% | 1,270,333 | +15.1% | 0.25% | +7.9% |
| Q4 2016 | $30,942,000 | +37.9% | 1,103,895 | +32.8% | 0.23% | +28.7% |
| Q3 2016 | $22,442,000 | +11.7% | 831,172 | +11.5% | 0.18% | +5.3% |
| Q2 2016 | $20,093,000 | +33.3% | 745,272 | +27.2% | 0.17% | +26.1% |
| Q1 2016 | $15,074,000 | +31.1% | 585,849 | +21.7% | 0.13% | +22.9% |
| Q4 2015 | $11,496,000 | +7.3% | 481,396 | +2.4% | 0.11% | -3.5% |
| Q3 2015 | $10,711,000 | -0.6% | 469,984 | +1.9% | 0.11% | +5.6% |
| Q2 2015 | $10,781,000 | +8.4% | 461,104 | +11.7% | 0.11% | +3.9% |
| Q1 2015 | $9,949,000 | +9.9% | 412,980 | +10.2% | 0.10% | +2.0% |
| Q4 2014 | $9,054,000 | +20.2% | 374,786 | +11.7% | 0.10% | +9.8% |
| Q3 2014 | $7,535,000 | +30.3% | 335,472 | +32.7% | 0.09% | +31.4% |
| Q2 2014 | $5,784,000 | +5.2% | 252,818 | +0.6% | 0.07% | -7.9% |
| Q1 2014 | $5,499,000 | +3.2% | 251,198 | +0.9% | 0.08% | -1.3% |
| Q4 2013 | $5,330,000 | +5.3% | 249,047 | -1.3% | 0.08% | -6.1% |
| Q3 2013 | $5,064,000 | +5.9% | 252,442 | +2.8% | 0.08% | -2.4% |
| Q2 2013 | $4,780,000 | – | 245,505 | – | 0.08% | – |
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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% |