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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,019,000 | -3.9% | 95,971 | -7.4% | 0.71% | -14.8% |
| Q2 2020 | $3,143,000 | +59.0% | 103,665 | +45.1% | 0.83% | +27.1% |
| Q1 2020 | $1,977,000 | +388.1% | 71,437 | +536.2% | 0.65% | +427.4% |
| Q4 2019 | $405,000 | +14.1% | 11,228 | +10.4% | 0.12% | +5.1% |
| Q3 2019 | $355,000 | +0.9% | 10,168 | -2.6% | 0.12% | -2.5% |
| Q2 2019 | $352,000 | -7.9% | 10,441 | -11.3% | 0.12% | -7.6% |
| Q1 2019 | $382,000 | +92.0% | 11,773 | +71.8% | 0.13% | +39.4% |
| Q4 2018 | $199,000 | -72.9% | 6,853 | -70.4% | 0.09% | -59.0% |
| Q3 2018 | $734,000 | -19.5% | 23,184 | -23.0% | 0.23% | -42.6% |
| Q2 2018 | $912,000 | -85.7% | 30,112 | -85.8% | 0.40% | -80.7% |
| Q1 2018 | $6,359,000 | +866.4% | 212,740 | +898.5% | 2.06% | +609.6% |
| Q4 2017 | $658,000 | – | 21,307 | – | 0.29% | – |
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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% |