FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 147 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,060,000 | -15.7% | 29,426 | -18.4% | 0.97% | -5.9% |
| Q3 2019 | $1,257,000 | +3.4% | 36,053 | 0.0% | 1.03% | +5.2% |
| Q2 2019 | $1,216,000 | +2.4% | 36,053 | -1.5% | 0.98% | +9.6% |
| Q1 2019 | $1,188,000 | +7.1% | 36,595 | -4.0% | 0.90% | -4.7% |
| Q4 2018 | $1,109,000 | -8.0% | 38,120 | 0.0% | 0.94% | +4.0% |
| Q3 2018 | $1,206,000 | -42.4% | 38,120 | -44.9% | 0.90% | -42.6% |
| Q2 2018 | $2,093,000 | +1.3% | 69,132 | 0.0% | 1.57% | +2.5% |
| Q1 2018 | $2,066,000 | -6.3% | 69,132 | -3.2% | 1.54% | -14.5% |
| Q4 2017 | $2,204,000 | +810.7% | 71,406 | +779.5% | 1.80% | +429.5% |
| Q3 2017 | $242,000 | -88.4% | 8,119 | -88.6% | 0.34% | -82.2% |
| Q2 2017 | $2,089,000 | +0.3% | 71,406 | -0.5% | 1.91% | -1.0% |
| Q1 2017 | $2,082,000 | +2.6% | 71,761 | -0.9% | 1.93% | -6.9% |
| Q4 2016 | $2,030,000 | – | 72,423 | – | 2.07% | – |
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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% |