FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,006,000 | +4.9% | 52,826 | -3.1% | 2.06% | +55.2% |
| Q4 2020 | $1,912,000 | +4.8% | 54,530 | -6.0% | 1.33% | -10.8% |
| Q3 2020 | $1,824,000 | -0.5% | 57,986 | -4.1% | 1.49% | -12.4% |
| Q2 2020 | $1,833,000 | -11.3% | 60,448 | -19.0% | 1.70% | -30.3% |
| Q1 2020 | $2,066,000 | -15.2% | 74,630 | +10.3% | 2.44% | -7.8% |
| Q4 2019 | $2,437,000 | +26.9% | 67,645 | +22.8% | 2.64% | +4.6% |
| Q3 2019 | $1,921,000 | +7.7% | 55,082 | +4.2% | 2.53% | +6.2% |
| Q2 2019 | $1,784,000 | – | 52,862 | – | 2.38% | – |
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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% |