FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 128 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,339,000 | -9.6% | 120,641 | +17.7% | 0.19% | +2.7% |
| Q4 2019 | $3,692,000 | +19.8% | 102,470 | +16.0% | 0.19% | +12.0% |
| Q3 2019 | $3,081,000 | -15.3% | 88,371 | -18.1% | 0.17% | -20.5% |
| Q2 2019 | $3,639,000 | +2.1% | 107,852 | -1.7% | 0.21% | -9.1% |
| Q1 2019 | $3,563,000 | -3.0% | 109,738 | -13.1% | 0.23% | -17.2% |
| Q4 2018 | $3,673,000 | +0.0% | 126,290 | +8.8% | 0.28% | 0.0% |
| Q3 2018 | $3,672,000 | +8.2% | 116,059 | +3.5% | 0.28% | -5.7% |
| Q2 2018 | $3,395,000 | -32.5% | 112,119 | -33.4% | 0.30% | -35.2% |
| Q1 2018 | $5,031,000 | -6.3% | 168,325 | -3.3% | 0.46% | -5.2% |
| Q4 2017 | $5,371,000 | +61.6% | 174,060 | +55.8% | 0.48% | +60.1% |
| Q3 2017 | $3,324,000 | +6.2% | 111,742 | +4.4% | 0.30% | +1.0% |
| Q2 2017 | $3,130,000 | -31.6% | 107,000 | -32.1% | 0.30% | -35.6% |
| Q1 2017 | $4,573,000 | -36.9% | 157,648 | -39.0% | 0.46% | -41.8% |
| Q4 2016 | $7,243,000 | +11.3% | 258,386 | +7.2% | 0.80% | +10.9% |
| Q3 2016 | $6,509,000 | +18.3% | 241,080 | +18.1% | 0.72% | -0.3% |
| Q2 2016 | $5,504,000 | +202.6% | 204,169 | +188.8% | 0.72% | +162.4% |
| Q1 2016 | $1,819,000 | +636.4% | 70,703 | +582.6% | 0.27% | +470.8% |
| Q4 2015 | $247,000 | – | 10,358 | – | 0.05% | – |
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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% |