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 2020 | $370,000 | -3.1% | 10,555 | -13.1% | 0.00% | 0.0% |
| Q3 2020 | $382,000 | +22.0% | 12,145 | +17.5% | 0.00% | 0.0% |
| Q2 2020 | $313,000 | +45.6% | 10,333 | +32.8% | 0.00% | +100.0% |
| Q1 2020 | $215,000 | -21.8% | 7,780 | +2.1% | 0.00% | 0.0% |
| Q4 2019 | $275,000 | +3.4% | 7,623 | -0.2% | 0.00% | 0.0% |
| Q3 2019 | $266,000 | -10.4% | 7,641 | -13.2% | 0.00% | -50.0% |
| Q2 2019 | $297,000 | +14.7% | 8,804 | +10.3% | 0.00% | +100.0% |
| Q1 2019 | $259,000 | -34.4% | 7,980 | -41.2% | 0.00% | -50.0% |
| Q4 2018 | $395,000 | -4.8% | 13,564 | +3.3% | 0.00% | 0.0% |
| Q3 2018 | $415,000 | -4.2% | 13,130 | -8.2% | 0.00% | 0.0% |
| Q2 2018 | $433,000 | -20.0% | 14,297 | -21.0% | 0.00% | -33.3% |
| Q1 2018 | $541,000 | -11.7% | 18,106 | -8.8% | 0.00% | 0.0% |
| Q4 2017 | $613,000 | +119.7% | 19,847 | +111.9% | 0.00% | +50.0% |
| Q3 2017 | $279,000 | +1.5% | 9,365 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $275,000 | +0.7% | 9,412 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $273,000 | -6.8% | 9,412 | -9.9% | 0.00% | 0.0% |
| Q4 2016 | $293,000 | +11.8% | 10,451 | +7.8% | 0.00% | 0.0% |
| Q3 2016 | $262,000 | +20.7% | 9,693 | +7.2% | 0.00% | +100.0% |
| Q1 2015 | $217,000 | -8.4% | 9,041 | -7.5% | 0.00% | 0.0% |
| Q4 2014 | $237,000 | +10.7% | 9,775 | +2.9% | 0.00% | 0.0% |
| Q3 2014 | $214,000 | – | 9,497 | – | 0.00% | – |
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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% |