FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 114 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $19,142,000 | +27.3% | 548,953 | +23.2% | 0.10% | +28.2% |
| Q2 2019 | $15,039,000 | +84.2% | 445,735 | +77.3% | 0.08% | +81.4% |
| Q1 2019 | $8,163,000 | +18.9% | 251,397 | +6.5% | 0.04% | +10.3% |
| Q4 2018 | $6,863,000 | -5.0% | 235,995 | +3.4% | 0.04% | +5.4% |
| Q3 2018 | $7,225,000 | +9.8% | 228,345 | +5.1% | 0.04% | +2.8% |
| Q2 2018 | $6,578,000 | +11.7% | 217,253 | +10.3% | 0.04% | +9.1% |
| Q1 2018 | $5,889,000 | +12.3% | 197,011 | +16.0% | 0.03% | +10.0% |
| Q4 2017 | $5,242,000 | +8.1% | 169,866 | +4.3% | 0.03% | +3.4% |
| Q3 2017 | $4,847,000 | -39.0% | 162,917 | -40.0% | 0.03% | -40.8% |
| Q2 2017 | $7,944,000 | +13.2% | 271,594 | +12.3% | 0.05% | +8.9% |
| Q1 2017 | $7,018,000 | +22.8% | 241,916 | +18.7% | 0.04% | +32.4% |
| Q4 2016 | $5,714,000 | +39.0% | 203,879 | +33.8% | 0.03% | +30.8% |
| Q3 2016 | $4,112,000 | +8.5% | 152,320 | +8.3% | 0.03% | +13.0% |
| Q2 2016 | $3,791,000 | +426.5% | 140,655 | +351.9% | 0.02% | +475.0% |
| Q1 2016 | $720,000 | – | 31,127 | – | 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% |