FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 499 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,093 | -35.7% | 8,347 | -31.0% | 0.00% | -50.0% |
| Q2 2023 | $485,088 | -8.3% | 12,100 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $529,228 | +25.1% | 13,178 | +24.3% | 0.00% | +33.3% |
| Q4 2022 | $423,045 | +1.9% | 10,600 | -8.6% | 0.00% | -25.0% |
| Q3 2022 | $415,000 | +22.8% | 11,600 | +33.3% | 0.00% | +33.3% |
| Q2 2022 | $338,000 | +61.7% | 8,700 | +75.9% | 0.00% | +200.0% |
| Q1 2022 | $209,000 | -1.9% | 4,947 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | -7.8% | 4,947 | -14.7% | 0.00% | -50.0% |
| Q2 2021 | $231,000 | -23.8% | 5,797 | -27.5% | 0.00% | 0.0% |
| Q1 2021 | $303,000 | – | 7,997 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Asset Management, LLC | 38,748 | $1,571,619 | 1.14% |
| PARK NATIONAL CORP /OH/ | 508,872 | $20,639,849 | 0.84% |
| RVW Wealth, LLC | 172,950 | $7,014,839 | 0.77% |
| WealthPLAN Partners, LLC | 19,926 | $808,199 | 0.08% |
| Pacifica Partners Inc. | 1,310 | $51,562 | 0.02% |
| Compass Wealth Management LLC | 888 | $36,018 | 0.01% |
| Bartlett & Co. LLC | 3,500 | $142 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 908 | $36,828 | 0.00% |