FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 208 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,776,000 | -53.1% | 316,909 | -54.8% | 1.01% | -14.9% |
| Q3 2017 | $20,854,000 | +5.8% | 700,969 | +4.0% | 1.19% | -2.3% |
| Q2 2017 | $19,707,000 | +152.0% | 673,825 | +150.1% | 1.22% | +126.6% |
| Q1 2017 | $7,819,000 | +26.5% | 269,421 | +22.2% | 0.54% | +16.2% |
| Q4 2016 | $6,181,000 | +7.9% | 220,457 | +4.0% | 0.46% | +5.7% |
| Q3 2016 | $5,730,000 | +912.4% | 211,996 | +915.8% | 0.44% | +852.2% |
| Q2 2016 | $566,000 | +70.0% | 20,869 | +61.4% | 0.05% | +48.4% |
| Q1 2016 | $333,000 | +49.3% | 12,928 | +38.8% | 0.03% | +10.7% |
| Q4 2015 | $223,000 | 0.0% | 9,311 | -5.1% | 0.03% | +7.7% |
| Q3 2015 | $223,000 | – | 9,814 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 429,122 | $16,822,000 | 16.60% |
| Kowal Investment Group, LLC | 1,316,721 | $51,615,000 | 16.32% |
| Ten Capital Wealth Advisors, LLC | 627,972 | $24,616,000 | 11.51% |
| BHF RG Capital Inc. | 395,618 | $15,506,000 | 10.36% |
| Fountainhead AM, LLC | 519,212 | $20,353,000 | 9.85% |
| Fortress Wealth Group, LLC | 229,149 | $8,983,000 | 7.77% |
| Prism Advisors, Inc. | 530,797 | $20,807,000 | 7.42% |
| Grant/GrossMendelsohn, LLC | 197,905 | $8,183,000 | 6.50% |
| New England Private Wealth Advisors LLC | 869,271 | $34,072,000 | 6.36% |
| Legacy Capital Wealth Partners, LLC | 3,425,841 | $16,242,000 | 6.35% |