FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 205 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |