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 ↓ |
|---|---|---|---|
| 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% |