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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $598,000 | -39.7% | 21,593 | -21.5% | 0.00% | -25.0% |
Q4 2019 | $991,000 | +60.6% | 27,497 | +55.4% | 0.00% | +33.3% |
Q3 2019 | $617,000 | +46.2% | 17,694 | +41.4% | 0.00% | +50.0% |
Q2 2019 | $422,000 | +81.1% | 12,512 | +62.9% | 0.00% | +100.0% |
Q2 2018 | $233,000 | +13.7% | 7,679 | +11.7% | 0.00% | 0.0% |
Q1 2018 | $205,000 | -3.3% | 6,875 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $212,000 | -6.2% | 6,875 | -9.5% | 0.00% | 0.0% |
Q3 2017 | $226,000 | +1.8% | 7,600 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $222,000 | -3.9% | 7,600 | -11.0% | 0.00% | 0.0% |
Q3 2016 | $231,000 | -58.4% | 8,543 | -58.5% | 0.00% | -50.0% |
Q2 2016 | $555,000 | +88.8% | 20,601 | +80.2% | 0.00% | +100.0% |
Q1 2016 | $294,000 | – | 11,435 | – | 0.00% | – |
Download |
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% |