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 Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |