FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 204 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 | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |