FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 203 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $244,000 | -7.9% | 8,380 | 0.0% | 0.11% | +14.4% |
| Q3 2018 | $265,000 | +5.6% | 8,380 | +1.0% | 0.10% | +9.0% |
| Q2 2018 | $251,000 | +1.2% | 8,300 | 0.0% | 0.09% | -1.1% |
| Q1 2018 | $248,000 | -3.1% | 8,300 | 0.0% | 0.09% | -3.2% |
| Q4 2017 | $256,000 | +3.6% | 8,300 | 0.0% | 0.09% | -3.1% |
| Q3 2017 | $247,000 | +1.6% | 8,300 | 0.0% | 0.10% | -3.0% |
| Q2 2017 | $243,000 | +0.8% | 8,300 | 0.0% | 0.10% | -5.7% |
| Q1 2017 | $241,000 | +3.4% | 8,300 | 0.0% | 0.10% | -3.7% |
| Q4 2016 | $233,000 | +4.0% | 8,300 | 0.0% | 0.11% | +5.8% |
| Q3 2016 | $224,000 | 0.0% | 8,300 | 0.0% | 0.10% | -10.4% |
| Q2 2016 | $224,000 | +4.7% | 8,300 | 0.0% | 0.12% | +2.7% |
| Q1 2016 | $214,000 | – | 8,300 | – | 0.11% | – |
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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% |