FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 160 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
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% |