FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 88 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,113,000 | +3.7% | 98,949 | -0.0% | 1.34% | -2.0% |
| Q2 2020 | $3,001,000 | +4.5% | 98,994 | -4.6% | 1.37% | -12.1% |
| Q1 2020 | $2,873,000 | -23.3% | 103,787 | -0.2% | 1.56% | -6.7% |
| Q4 2019 | $3,747,000 | +3.1% | 103,991 | -0.2% | 1.67% | -2.5% |
| Q3 2019 | $3,633,000 | +1.9% | 104,180 | -1.4% | 1.71% | -0.5% |
| Q2 2019 | $3,565,000 | +5.9% | 105,671 | +1.9% | 1.72% | -4.3% |
| Q1 2019 | $3,366,000 | +23.7% | 103,652 | +10.8% | 1.80% | +5.7% |
| Q4 2018 | $2,721,000 | -5.4% | 93,583 | +2.9% | 1.70% | +9.2% |
| Q3 2018 | $2,876,000 | +5.7% | 90,906 | +1.2% | 1.56% | +2.4% |
| Q2 2018 | $2,720,000 | +7.3% | 89,823 | +5.9% | 1.52% | +2.7% |
| Q1 2018 | $2,536,000 | -1.7% | 84,845 | -2.2% | 1.48% | -9.9% |
| Q4 2017 | $2,580,000 | 0.0% | 86,737 | 0.0% | 1.64% | 0.0% |
| Q3 2017 | $2,580,000 | +5.5% | 86,737 | +3.7% | 1.64% | -2.0% |
| Q2 2017 | $2,446,000 | +2.9% | 83,636 | +2.1% | 1.68% | +1.6% |
| Q1 2017 | $2,376,000 | +22.9% | 81,920 | +18.8% | 1.65% | +21.2% |
| Q4 2016 | $1,933,000 | +11.6% | 68,955 | +7.5% | 1.36% | +14.4% |
| Q3 2016 | $1,732,000 | +14.1% | 64,131 | +13.9% | 1.19% | +14.0% |
| Q2 2016 | $1,518,000 | +12.0% | 56,308 | +7.0% | 1.04% | +8.3% |
| Q1 2016 | $1,355,000 | +7.2% | 52,646 | -0.5% | 0.96% | +7.2% |
| Q4 2015 | $1,264,000 | +11.3% | 52,929 | +6.2% | 0.90% | +8.8% |
| Q3 2015 | $1,136,000 | -4.1% | 49,851 | -1.6% | 0.82% | +3.9% |
| Q2 2015 | $1,184,000 | +4.6% | 50,662 | +7.8% | 0.79% | +5.4% |
| Q1 2015 | $1,132,000 | -1.0% | 46,988 | -0.7% | 0.75% | -0.8% |
| Q4 2014 | $1,144,000 | +7.3% | 47,338 | -0.3% | 0.76% | -15.9% |
| Q3 2014 | $1,066,000 | -1.9% | 47,483 | -0.1% | 0.90% | +16.4% |
| Q2 2014 | $1,087,000 | +13.3% | 47,510 | +8.4% | 0.78% | +1.7% |
| Q1 2014 | $959,000 | +41.0% | 43,823 | +37.8% | 0.76% | +64.2% |
| Q4 2013 | $680,000 | +6.6% | 31,796 | 0.0% | 0.46% | -10.6% |
| Q3 2013 | $638,000 | – | 31,796 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 746,763 | $17,835,000 | 7.08% |
| Rehmann Capital Advisory Group | 853,512 | $20,382,000 | 4.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 389,260 | $9,296,000 | 2.36% |
| LifePlan Financial Group, Inc | 52,929 | $1,264,000 | 0.90% |
| Concorde Asset Management, LLC | 31,100 | $743,000 | 0.83% |
| Kovack Advisors, Inc. | 37,563 | $897,000 | 0.59% |
| Affiance Financial, LLC | 23,105 | $552,000 | 0.57% |
| Johanson Financial Advisors, Inc. | 15,680 | $375,000 | 0.49% |
| Citizens Business Bank | 86,382 | $2,063,000 | 0.40% |
| INVESTMENT CENTERS OF AMERICA INC | 122,524 | $2,922,000 | 0.38% |