FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 124 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $358,000 | +1.7% | 12,041 | 0.0% | 0.12% | -18.1% |
| Q2 2017 | $352,000 | +1.4% | 12,041 | 0.0% | 0.14% | -4.0% |
| Q1 2017 | $347,000 | -15.4% | 12,041 | -17.6% | 0.15% | -13.8% |
| Q4 2016 | $410,000 | +5.4% | 14,613 | 0.0% | 0.17% | +1.2% |
| Q3 2016 | $389,000 | -25.8% | 14,613 | -24.8% | 0.17% | -27.1% |
| Q2 2016 | $524,000 | +4.8% | 19,429 | 0.0% | 0.24% | +0.4% |
| Q1 2016 | $500,000 | +12.1% | 19,429 | 0.0% | 0.24% | +5.9% |
| Q4 2015 | $446,000 | -9.9% | 19,429 | -10.6% | 0.22% | -8.3% |
| Q3 2015 | $495,000 | -37.0% | 21,736 | -34.7% | 0.24% | -51.3% |
| Q2 2015 | $786,000 | -18.5% | 33,282 | -15.8% | 0.50% | +23.0% |
| Q1 2015 | $964,000 | +1.5% | 39,517 | 0.0% | 0.40% | -4.0% |
| Q4 2014 | $950,000 | +7.0% | 39,517 | 0.0% | 0.42% | +7.4% |
| Q3 2014 | $888,000 | -1.4% | 39,517 | 0.0% | 0.39% | +2.3% |
| Q2 2014 | $901,000 | +3.6% | 39,517 | +0.1% | 0.38% | +5.2% |
| Q1 2014 | $870,000 | +3.4% | 39,462 | +0.2% | 0.36% | -4.5% |
| Q4 2013 | $841,000 | +1.8% | 39,385 | +0.1% | 0.38% | -1.6% |
| Q3 2013 | $826,000 | +2.5% | 39,331 | +0.1% | 0.39% | -3.2% |
| Q2 2013 | $806,000 | +0.9% | 39,277 | -2.1% | 0.40% | +18.3% |
| Q1 2013 | $799,000 | – | 40,136 | – | 0.34% | – |
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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% |