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 2018 | $1,204,000 | +3.4% | 38,056 | -1.0% | 0.72% | +1.7% |
Q2 2018 | $1,164,000 | +1.4% | 38,450 | +0.1% | 0.71% | -6.2% |
Q1 2018 | $1,148,000 | -13.8% | 38,400 | -11.1% | 0.76% | -13.4% |
Q4 2017 | $1,332,000 | +5.2% | 43,177 | +1.4% | 0.88% | -0.5% |
Q3 2017 | $1,266,000 | -1.7% | 42,567 | -3.3% | 0.88% | -5.0% |
Q2 2017 | $1,288,000 | +5.3% | 44,022 | +4.4% | 0.92% | 0.0% |
Q1 2017 | $1,223,000 | +23.2% | 42,163 | +19.0% | 0.92% | +15.0% |
Q4 2016 | $993,000 | +76.1% | 35,430 | +69.7% | 0.80% | +69.3% |
Q3 2016 | $564,000 | +25.3% | 20,884 | +25.2% | 0.48% | +23.1% |
Q2 2016 | $450,000 | +2.0% | 16,684 | -2.6% | 0.39% | +0.5% |
Q1 2016 | $441,000 | +11.6% | 17,130 | +3.5% | 0.38% | +8.5% |
Q4 2015 | $395,000 | +4.8% | 16,546 | +0.1% | 0.35% | -9.7% |
Q3 2015 | $377,000 | +35.6% | 16,524 | +39.1% | 0.39% | +49.6% |
Q2 2015 | $278,000 | -7.3% | 11,883 | -4.3% | 0.26% | -13.2% |
Q1 2015 | $300,000 | +2.7% | 12,422 | +2.6% | 0.30% | -1.6% |
Q4 2014 | $292,000 | – | 12,105 | – | 0.31% | – |
Download |
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% |