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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |