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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,360,000 | -6.8% | 79,331 | -7.9% | 0.20% | +2.6% |
| Q2 2017 | $2,531,000 | -6.4% | 86,180 | -7.8% | 0.19% | -5.9% |
| Q1 2017 | $2,705,000 | +10.6% | 93,446 | +7.5% | 0.20% | +7.4% |
| Q4 2016 | $2,446,000 | +102.8% | 86,909 | +91.8% | 0.19% | +97.9% |
| Q3 2016 | $1,206,000 | +52.1% | 45,319 | +55.5% | 0.10% | +57.4% |
| Q2 2016 | $793,000 | +57.7% | 29,142 | +49.7% | 0.06% | +38.6% |
| Q1 2016 | $503,000 | +17.5% | 19,465 | +7.5% | 0.04% | +25.7% |
| Q4 2015 | $428,000 | +23.0% | 18,112 | +27.2% | 0.04% | +9.4% |
| Q3 2015 | $348,000 | -0.9% | 14,239 | -2.5% | 0.03% | 0.0% |
| Q2 2015 | $351,000 | -5.6% | 14,603 | -5.9% | 0.03% | -3.0% |
| Q1 2015 | $372,000 | -99.9% | 15,522 | -30.5% | 0.03% | -13.2% |
| Q4 2014 | $533,751,000 | +61392.1% | 22,342 | -42.2% | 0.04% | -42.4% |
| Q3 2014 | $868,000 | -3.4% | 38,644 | -1.7% | 0.07% | -7.0% |
| Q2 2014 | $899,000 | +2.6% | 39,294 | -1.5% | 0.07% | -5.3% |
| Q1 2014 | $876,000 | +7.2% | 39,893 | +4.7% | 0.08% | +2.7% |
| Q4 2013 | $817,000 | +15.7% | 38,112 | +8.4% | 0.07% | +5.8% |
| Q3 2013 | $706,000 | +101.7% | 35,154 | +95.3% | 0.07% | +60.5% |
| Q2 2013 | $350,000 | – | 17,998 | – | 0.04% | – |
Download | ||||||
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% |