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 2017 | $325,000 | -4.1% | 11,127 | -4.9% | 0.07% | -17.8% |
| Q1 2017 | $339,000 | +101.8% | 11,695 | +95.2% | 0.09% | +119.5% |
| Q4 2016 | $168,000 | +5.7% | 5,992 | +1.9% | 0.04% | +2.5% |
| Q3 2016 | $159,000 | -8.1% | 5,883 | -8.4% | 0.04% | -13.0% |
| Q2 2016 | $173,000 | +17.7% | 6,421 | +12.3% | 0.05% | +7.0% |
| Q1 2016 | $147,000 | +0.7% | 5,720 | -6.5% | 0.04% | -2.3% |
| Q4 2015 | $146,000 | +6.6% | 6,116 | +1.8% | 0.04% | +2.3% |
| Q3 2015 | $137,000 | -2.1% | 6,010 | +0.1% | 0.04% | +10.3% |
| Q2 2015 | $140,000 | -7.3% | 6,004 | -3.9% | 0.04% | -7.1% |
| Q1 2015 | $151,000 | -3.8% | 6,249 | -3.8% | 0.04% | +31.2% |
| Q4 2014 | $157,000 | +7.5% | 6,496 | +0.1% | 0.03% | +14.3% |
| Q3 2014 | $146,000 | -18.4% | 6,491 | -17.2% | 0.03% | -15.2% |
| Q2 2014 | $179,000 | -1.6% | 7,835 | -5.7% | 0.03% | -10.8% |
| Q1 2014 | $182,000 | +0.6% | 8,311 | -1.6% | 0.04% | +42.3% |
| Q4 2013 | $181,000 | +57.4% | 8,447 | +47.2% | 0.03% | +44.4% |
| Q3 2013 | $115,000 | +10.6% | 5,737 | +7.7% | 0.02% | +5.9% |
| Q2 2013 | $104,000 | – | 5,327 | – | 0.02% | – |
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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% |