FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,324 | +1.9% | 11,857 | +9.3% | 0.02% | +11.1% |
| Q2 2023 | $434,919 | -5.0% | 10,849 | -4.8% | 0.02% | -14.3% |
| Q1 2023 | $457,595 | +49476.9% | 11,394 | -50.7% | 0.02% | -16.0% |
| Q4 2022 | $923 | -99.8% | 23,114 | +98.1% | 0.02% | -10.7% |
| Q3 2022 | $418,000 | -30.3% | 11,668 | -17.7% | 0.03% | -15.2% |
| Q1 2022 | $600,000 | -11.4% | 14,180 | -9.9% | 0.03% | -2.9% |
| Q4 2021 | $677,000 | +8.3% | 15,734 | -1.3% | 0.03% | 0.0% |
| Q3 2021 | $625,000 | +0.8% | 15,939 | +2.2% | 0.03% | 0.0% |
| Q2 2021 | $620,000 | +4.2% | 15,599 | -0.4% | 0.03% | -2.9% |
| Q1 2021 | $595,000 | +2.9% | 15,655 | -5.1% | 0.04% | -2.8% |
| Q4 2020 | $578,000 | +18.9% | 16,493 | +6.7% | 0.04% | +2.9% |
| Q3 2020 | $486,000 | +11.0% | 15,451 | +7.0% | 0.04% | +9.4% |
| Q2 2020 | $438,000 | +9.5% | 14,442 | -0.1% | 0.03% | -17.9% |
| Q1 2020 | $400,000 | – | 14,453 | – | 0.04% | – |
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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% |