FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 80 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,273,000 | +5.8% | 347,195 | -5.3% | 0.17% | -7.0% |
| Q4 2018 | $10,660,000 | -5.6% | 366,592 | +2.8% | 0.19% | +6.3% |
| Q3 2018 | $11,288,000 | +6.0% | 356,777 | +1.4% | 0.18% | -5.4% |
| Q2 2018 | $10,651,000 | +12.5% | 351,738 | +11.1% | 0.18% | +10.1% |
| Q1 2018 | $9,466,000 | +18.5% | 316,705 | +22.4% | 0.17% | +8.4% |
| Q4 2017 | $7,986,000 | +9.4% | 258,791 | +5.5% | 0.16% | +9.9% |
| Q3 2017 | $7,300,000 | +2.7% | 245,363 | +1.0% | 0.14% | -0.7% |
| Q2 2017 | $7,108,000 | +27.3% | 243,007 | +26.3% | 0.14% | +23.5% |
| Q1 2017 | $5,584,000 | -1.2% | 192,471 | -4.5% | 0.12% | -5.7% |
| Q4 2016 | $5,650,000 | +1.8% | 201,564 | -1.9% | 0.12% | -5.4% |
| Q3 2016 | $5,548,000 | +29.3% | 205,491 | +29.1% | 0.13% | +27.7% |
| Q2 2016 | $4,290,000 | +23.9% | 159,130 | +18.2% | 0.10% | +20.2% |
| Q1 2016 | $3,463,000 | +6.1% | 134,597 | -1.6% | 0.08% | +1.2% |
| Q4 2015 | $3,265,000 | +13.4% | 136,731 | +8.2% | 0.08% | +2.5% |
| Q3 2015 | $2,879,000 | -0.3% | 126,322 | +2.2% | 0.08% | +5.2% |
| Q2 2015 | $2,889,000 | -1.1% | 123,576 | +1.9% | 0.08% | -2.5% |
| Q1 2015 | $2,921,000 | -6.6% | 121,266 | -6.3% | 0.08% | -8.1% |
| Q4 2014 | $3,128,000 | +8.2% | 129,460 | +0.6% | 0.09% | +2.4% |
| Q3 2014 | $2,891,000 | -2.9% | 128,721 | -1.1% | 0.08% | -3.4% |
| Q2 2014 | $2,978,000 | +2.1% | 130,174 | -2.3% | 0.09% | -1.1% |
| Q1 2014 | $2,916,000 | +1.9% | 133,216 | -0.4% | 0.09% | +1.1% |
| Q4 2013 | $2,863,000 | +9.8% | 133,784 | +2.9% | 0.09% | -4.4% |
| Q3 2013 | $2,607,000 | +5.3% | 129,966 | +2.3% | 0.09% | 0.0% |
| Q2 2013 | $2,475,000 | – | 127,103 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
| Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
| Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
| Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
| UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
| Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
| Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
| PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
| Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |