FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,850 | -29.3% | 14,652 | -24.2% | 0.08% | -29.5% |
| Q2 2023 | $774,949 | -8.5% | 19,330 | -8.3% | 0.11% | -13.8% |
| Q1 2023 | $846,573 | +6.2% | 21,080 | +5.5% | 0.13% | +8.3% |
| Q4 2022 | $797,414 | +29.0% | 19,980 | +15.7% | 0.12% | +16.5% |
| Q3 2022 | $618,000 | -38.4% | 17,262 | -33.2% | 0.10% | -32.7% |
| Q2 2022 | $1,003,000 | -9.8% | 25,857 | -1.6% | 0.15% | +11.7% |
| Q1 2022 | $1,112,000 | +63.5% | 26,274 | +66.3% | 0.14% | +61.2% |
| Q4 2021 | $680,000 | -29.0% | 15,796 | -35.4% | 0.08% | -34.6% |
| Q3 2021 | $958,000 | +24.3% | 24,438 | +26.1% | 0.13% | +25.0% |
| Q2 2021 | $771,000 | – | 19,374 | – | 0.10% | – |
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% |