FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $888,000 | -10.8% | 30,543 | -2.9% | 0.12% | +0.9% |
| Q3 2018 | $995,000 | -73.9% | 31,455 | -75.0% | 0.12% | -74.7% |
| Q2 2018 | $3,811,000 | +5.2% | 125,858 | +3.9% | 0.46% | +1.8% |
| Q1 2018 | $3,621,000 | -5.1% | 121,140 | -2.0% | 0.45% | -5.6% |
| Q4 2017 | $3,814,000 | +10.9% | 123,603 | +6.9% | 0.48% | +1.1% |
| Q3 2017 | $3,439,000 | +18.1% | 115,613 | +16.2% | 0.48% | +9.9% |
| Q2 2017 | $2,911,000 | -20.7% | 99,527 | -21.4% | 0.43% | -25.2% |
| Q1 2017 | $3,673,000 | +282.2% | 126,613 | +218.1% | 0.58% | +144.3% |
| Q4 2016 | $961,000 | +62.6% | 39,799 | +81.9% | 0.24% | +104.3% |
| Q3 2016 | $591,000 | -8.7% | 21,880 | -8.8% | 0.12% | -15.3% |
| Q2 2016 | $647,000 | +2.1% | 23,996 | -2.6% | 0.14% | -49.8% |
| Q1 2016 | $634,000 | +4.4% | 24,642 | -3.1% | 0.27% | +7.1% |
| Q4 2015 | $607,000 | -1.8% | 25,432 | -6.3% | 0.26% | -18.3% |
| Q3 2015 | $618,000 | -17.4% | 27,138 | -15.1% | 0.31% | -4.0% |
| Q2 2015 | $748,000 | -6.6% | 31,975 | -3.9% | 0.32% | -12.4% |
| Q1 2015 | $801,000 | -16.6% | 33,262 | -16.4% | 0.37% | +25.8% |
| Q4 2014 | $961,000 | +2.8% | 39,799 | -4.4% | 0.30% | -51.2% |
| Q3 2014 | $935,000 | -4.0% | 41,609 | -2.2% | 0.60% | -31.5% |
| Q2 2014 | $974,000 | +6.0% | 42,557 | +1.4% | 0.88% | +1.3% |
| Q1 2014 | $919,000 | +0.5% | 41,988 | -1.7% | 0.87% | -6.1% |
| Q4 2013 | $914,000 | +112.6% | 42,701 | +99.4% | 0.93% | +90.4% |
| Q3 2013 | $430,000 | -1.1% | 21,416 | -4.1% | 0.49% | -17.7% |
| Q2 2013 | $435,000 | – | 22,325 | – | 0.59% | – |
Download | ||||||
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% |