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 Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,532,000 | +42.6% | 48,419 | +36.5% | 0.00% | +100.0% |
| Q2 2018 | $1,074,000 | -61.4% | 35,483 | -61.8% | 0.00% | -66.7% |
| Q1 2018 | $2,780,000 | +2.1% | 93,009 | +5.4% | 0.00% | 0.0% |
| Q4 2017 | $2,723,000 | +26.3% | 88,249 | +21.8% | 0.00% | 0.0% |
| Q3 2017 | $2,156,000 | +3.8% | 72,481 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $2,078,000 | +815.4% | 71,031 | +807.0% | 0.00% | – |
| Q1 2017 | $227,000 | -86.2% | 7,831 | -86.6% | 0.00% | -100.0% |
| Q4 2016 | $1,642,000 | +22.2% | 58,568 | +17.6% | 0.00% | 0.0% |
| Q3 2016 | $1,344,000 | +767.1% | 49,789 | +765.4% | 0.00% | – |
| Q2 2016 | $155,000 | +56.6% | 5,753 | +50.6% | 0.00% | – |
| Q1 2016 | $99,000 | +62.3% | 3,820 | +50.8% | 0.00% | – |
| Q4 2015 | $61,000 | +5.2% | 2,533 | 0.0% | 0.00% | – |
| Q3 2015 | $58,000 | -1.7% | 2,533 | +0.6% | 0.00% | – |
| Q2 2015 | $59,000 | -1.7% | 2,518 | +0.6% | 0.00% | – |
| Q1 2015 | $60,000 | +1100.0% | 2,503 | +1151.5% | 0.00% | – |
| Q4 2014 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – |
| Q2 2014 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $4,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Private Wealth Advisors LLC | 1,840,288 | $53,341,000 | 17.06% |
| Kovack Advisors, Inc. | 447,463 | $12,981,000 | 5.05% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 350,259 | $10,161,000 | 4.02% |
| V Wealth Advisors LLC | 165,857 | $4,811,000 | 2.96% |
| Rehmann Capital Advisory Group | 544,974 | $15,810,000 | 2.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 71,761 | $2,082,000 | 1.93% |
| LifePlan Financial Group, Inc | 81,920 | $2,376,000 | 1.65% |
| Johanson Financial Advisors, Inc. | 57,489 | $1,667,000 | 1.47% |
| Concorde Asset Management, LLC | 26,100 | $757,000 | 1.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 365,347 | $10,599,000 | 1.13% |