FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 62 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $20,588,000 | +47.8% | 734,495 | +42.4% | 0.67% | +40.2% |
Q3 2016 | $13,931,000 | +53.1% | 515,966 | +52.9% | 0.48% | +46.2% |
Q2 2016 | $9,098,000 | +60.3% | 337,438 | +53.0% | 0.33% | +37.4% |
Q1 2016 | $5,676,000 | +126.0% | 220,602 | +109.8% | 0.24% | +108.8% |
Q4 2015 | $2,511,000 | +97.3% | 105,134 | +88.2% | 0.11% | +14.0% |
Q3 2015 | $1,273,000 | +121.0% | 55,864 | +126.8% | 0.10% | +143.9% |
Q2 2015 | $576,000 | +73.0% | 24,632 | +78.1% | 0.04% | +78.3% |
Q1 2015 | $333,000 | -46.4% | 13,828 | -46.2% | 0.02% | -65.7% |
Q4 2014 | $621,000 | +19.7% | 25,715 | +11.3% | 0.07% | +6.3% |
Q3 2014 | $519,000 | +138.1% | 23,109 | +142.1% | 0.06% | +117.2% |
Q2 2014 | $218,000 | -33.5% | 9,544 | -36.1% | 0.03% | +20.8% |
Q1 2014 | $328,000 | +107.6% | 14,944 | +102.2% | 0.02% | 0.0% |
Q4 2013 | $158,000 | +21.5% | 7,389 | +10.6% | 0.02% | -7.7% |
Q2 2013 | $130,000 | – | 6,678 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 263,304 | $9,181,000 | 18.24% |
New England Private Wealth Advisors LLC | 1,749,557 | $60,999,000 | 14.80% |
TOTAL INVESTMENT MANAGEMENT INC | 1,546,240 | $53,917,000 | 10.93% |
PRW Wealth Management LLC | 170,252 | $5,935,000 | 7.21% |
MEANS INVESTMENT CO., INC. | 531,496 | $18,767,000 | 7.08% |
Advisory Resource Group | 261,954 | $9,134,000 | 4.90% |
Genesee Capital Advisors, LLC | 149,698 | $5,219,000 | 4.83% |
Milestone Advisory Partners | 219,253 | $7,645,000 | 4.31% |
Formidable Asset Management, LLC | 129,564 | $4,518,000 | 4.18% |
Avestar Capital, LLC | 190,467 | $6,642,000 | 4.13% |