FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 84 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $437,000 | +61.3% | 16,221 | +53.8% | 0.07% | +157.1% |
| Q1 2016 | $271,000 | +21.5% | 10,550 | +12.8% | 0.03% | +16.7% |
| Q4 2015 | $223,000 | -6.7% | 9,354 | -10.7% | 0.02% | -11.1% |
| Q3 2015 | $239,000 | -42.3% | 10,475 | -40.9% | 0.03% | -38.6% |
| Q2 2015 | $414,000 | -11.0% | 17,717 | -8.3% | 0.04% | -12.0% |
| Q1 2015 | $465,000 | +0.6% | 19,321 | +1.0% | 0.05% | -3.8% |
| Q4 2014 | $462,000 | -30.0% | 19,133 | -34.9% | 0.05% | -34.2% |
| Q3 2014 | $660,000 | -39.1% | 29,393 | -37.9% | 0.08% | -41.9% |
| Q2 2014 | $1,084,000 | +20.0% | 47,359 | +14.8% | 0.14% | +7.1% |
| Q1 2014 | $903,000 | -54.7% | 41,266 | -55.7% | 0.13% | -17.0% |
| Q4 2013 | $1,992,000 | +425.6% | 93,066 | +392.1% | 0.15% | +131.8% |
| Q3 2013 | $379,000 | +10.2% | 18,911 | +7.0% | 0.07% | -2.9% |
| Q2 2013 | $344,000 | – | 17,675 | – | 0.07% | – |
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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% |