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 ↓ |
---|---|---|---|
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% |