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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,898,184 | +159.2% | 371,708 | +177.9% | 0.00% | +200.0% |
Q2 2023 | $5,362,082 | +29.4% | 133,751 | +29.6% | 0.00% | 0.0% |
Q1 2023 | $4,145,169 | +5.0% | 103,216 | +4.3% | 0.00% | 0.0% |
Q4 2022 | $3,949,155 | +136.6% | 98,952 | +112.2% | 0.00% | – |
Q3 2022 | $1,669,000 | +40.6% | 46,632 | +52.5% | 0.00% | – |
Q2 2022 | $1,187,000 | +80.9% | 30,579 | +97.3% | 0.00% | – |
Q1 2022 | $656,000 | -5.6% | 15,502 | -4.0% | 0.00% | – |
Q4 2021 | $695,000 | +43.9% | 16,144 | +31.0% | 0.00% | – |
Q3 2021 | $483,000 | -0.6% | 12,324 | +0.8% | 0.00% | – |
Q2 2021 | $486,000 | +9.7% | 12,226 | +4.9% | 0.00% | – |
Q1 2021 | $443,000 | -5.1% | 11,651 | -12.6% | 0.00% | – |
Q4 2020 | $467,000 | +15.3% | 13,337 | +3.5% | 0.00% | – |
Q3 2020 | $405,000 | -49.8% | 12,891 | -51.6% | 0.00% | – |
Q2 2020 | $806,000 | -7.1% | 26,612 | -15.2% | 0.00% | – |
Q1 2020 | $868,000 | +36.3% | 31,368 | +77.3% | 0.00% | – |
Q4 2019 | $637,000 | -18.0% | 17,694 | -20.7% | 0.00% | – |
Q3 2019 | $777,000 | +11.5% | 22,305 | +7.9% | 0.00% | – |
Q2 2019 | $697,000 | +5.3% | 20,665 | +1.4% | 0.00% | – |
Q1 2019 | $662,000 | -28.0% | 20,379 | -35.6% | 0.00% | – |
Q4 2018 | $920,000 | +28.0% | 31,649 | +31.5% | 0.00% | – |
Q1 2018 | $719,000 | +128.3% | 24,064 | +135.7% | 0.00% | – |
Q4 2017 | $315,000 | – | 10,209 | – | 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% |