FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 88 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $86,000 | +1.2% | 3,171 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $85,000 | +3.7% | 3,171 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $82,000 | +7.9% | 3,171 | 0.0% | 0.02% | +7.1% |
| Q4 2015 | $76,000 | +5.6% | 3,171 | 0.0% | 0.01% | -6.7% |
| Q3 2015 | $72,000 | -2.7% | 3,171 | +0.6% | 0.02% | +7.1% |
| Q2 2015 | $74,000 | -2.6% | 3,151 | +0.4% | 0.01% | -6.7% |
| Q1 2015 | $76,000 | +1.3% | 3,137 | +0.6% | 0.02% | -6.2% |
| Q4 2014 | $75,000 | +7.1% | 3,117 | +0.5% | 0.02% | 0.0% |
| Q3 2014 | $70,000 | -1.4% | 3,100 | +0.6% | 0.02% | 0.0% |
| Q2 2014 | $71,000 | +6.0% | 3,082 | +0.9% | 0.02% | 0.0% |
| Q1 2014 | $67,000 | +3.1% | 3,056 | +0.6% | 0.02% | 0.0% |
| Q4 2013 | $65,000 | +6.6% | 3,038 | +0.6% | 0.02% | -5.9% |
| Q3 2013 | $61,000 | +5.2% | 3,020 | +0.7% | 0.02% | +6.2% |
| Q2 2013 | $58,000 | – | 3,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 746,763 | $17,835,000 | 7.08% |
| Rehmann Capital Advisory Group | 853,512 | $20,382,000 | 4.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 389,260 | $9,296,000 | 2.36% |
| LifePlan Financial Group, Inc | 52,929 | $1,264,000 | 0.90% |
| Concorde Asset Management, LLC | 31,100 | $743,000 | 0.83% |
| Kovack Advisors, Inc. | 37,563 | $897,000 | 0.59% |
| Affiance Financial, LLC | 23,105 | $552,000 | 0.57% |
| Johanson Financial Advisors, Inc. | 15,680 | $375,000 | 0.49% |
| Citizens Business Bank | 86,382 | $2,063,000 | 0.40% |
| INVESTMENT CENTERS OF AMERICA INC | 122,524 | $2,922,000 | 0.38% |