FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $178 | 0.0% | 4,434 | 0.0% | 0.02% | -4.0% |
Q1 2023 | $178 | +0.6% | 4,434 | 0.0% | 0.02% | -7.4% |
Q4 2022 | $177 | -99.9% | 4,434 | 0.0% | 0.03% | +3.8% |
Q3 2022 | $159,000 | -7.6% | 4,434 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $172,000 | -8.5% | 4,434 | 0.0% | 0.03% | +8.3% |
Q1 2022 | $188,000 | -1.6% | 4,434 | 0.0% | 0.02% | +14.3% |
Q4 2021 | $191,000 | +9.8% | 4,434 | 0.0% | 0.02% | +10.5% |
Q3 2021 | $174,000 | -1.1% | 4,434 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $176,000 | +4.8% | 4,434 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $168,000 | +7.7% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $156,000 | +12.2% | 4,434 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $139,000 | +3.7% | 4,434 | 0.0% | 0.02% | -9.1% |
Q2 2020 | $134,000 | +8.9% | 4,434 | 0.0% | 0.02% | -8.3% |
Q1 2020 | $123,000 | -23.1% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $160,000 | +3.2% | 4,434 | 0.0% | 0.02% | -7.7% |
Q3 2019 | $155,000 | +3.3% | 4,434 | 0.0% | 0.03% | +8.3% |
Q2 2019 | $150,000 | +4.2% | 4,434 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $144,000 | +11.6% | 4,434 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $129,000 | -7.9% | 4,434 | 0.0% | 0.02% | +9.1% |
Q3 2018 | $140,000 | – | 4,434 | – | 0.02% | – |
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% |