FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | – | 65 | +170.8% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 24 | -88.8% | 0.00% | – |
| Q1 2019 | $6,000 | -90.0% | 214 | -88.7% | 0.00% | – |
| Q3 2018 | $60,000 | -24.1% | 1,888 | -27.9% | 0.00% | – |
| Q2 2018 | $79,000 | -35.2% | 2,617 | -36.1% | 0.00% | – |
| Q1 2018 | $122,000 | -82.8% | 4,098 | -86.1% | 0.00% | – |
| Q4 2014 | $711,000 | +34.9% | 29,480 | +25.5% | 0.00% | – |
| Q3 2014 | $527,000 | -48.3% | 23,496 | -47.3% | 0.00% | -100.0% |
| Q2 2014 | $1,019,000 | +18.1% | 44,589 | +13.0% | 0.00% | 0.0% |
| Q1 2014 | $863,000 | +1.4% | 39,470 | -0.9% | 0.00% | 0.0% |
| Q4 2013 | $851,000 | +4.8% | 39,821 | -1.9% | 0.00% | 0.0% |
| Q3 2013 | $812,000 | – | 40,572 | – | 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% |