FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $79,555,000 | +28.5% | 2,207,812 | +24.4% | 0.55% | +20.4% |
Q3 2019 | $61,894,000 | +17.2% | 1,774,823 | +13.4% | 0.46% | +12.8% |
Q2 2019 | $52,821,000 | +13.4% | 1,565,442 | +9.1% | 0.40% | +5.7% |
Q1 2019 | $46,581,000 | +56.9% | 1,434,479 | +40.5% | 0.38% | +31.6% |
Q4 2018 | $29,684,000 | -4.1% | 1,020,672 | +4.4% | 0.29% | -6.7% |
Q3 2018 | $30,948,000 | +42.5% | 978,038 | +36.3% | 0.31% | +4.3% |
Q2 2018 | $21,722,000 | +1.1% | 717,316 | -0.2% | 0.30% | +1.4% |
Q1 2018 | $21,485,000 | -7.7% | 718,739 | -4.7% | 0.30% | -5.1% |
Q4 2017 | $23,267,000 | +11.2% | 753,897 | +7.2% | 0.31% | -5.5% |
Q3 2017 | $20,926,000 | -9.1% | 703,348 | -10.6% | 0.33% | -18.6% |
Q2 2017 | $23,010,000 | +32.2% | 786,650 | +31.1% | 0.40% | +14.8% |
Q1 2017 | $17,410,000 | +24.4% | 600,122 | +20.2% | 0.35% | +11.4% |
Q4 2016 | $13,993,000 | +15.2% | 499,228 | +10.9% | 0.32% | +8.2% |
Q3 2016 | $12,149,000 | +17.6% | 449,959 | +17.4% | 0.29% | +7.4% |
Q2 2016 | $10,329,000 | – | 383,232 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 4,553,572 | $176,724,000 | 21.15% |
Kowal Investment Group, LLC | 1,263,152 | $49,023,000 | 16.06% |
Kaydan Wealth Management, Inc. | 655,432 | $25,437,307 | 14.16% |
Ten Capital Wealth Advisors, LLC | 809,792 | $31,428,000 | 13.68% |
UNIONVIEW, LLC | 295,425 | $11,465,000 | 12.81% |
Spectrum Wealth Advisory Group, LLC | 268,396 | $10,416,000 | 11.61% |
Fountainhead AM, LLC | 514,019 | $19,949,000 | 10.82% |
PCG Wealth Advisors, LLC | 368,966 | $14,320,000 | 10.22% |
Fortress Wealth Group, LLC | 295,795 | $11,480,000 | 9.89% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 183,439 | $7,119,000 | 9.19% |