FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 114 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |