FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,989,065 | -10.5% | 240,413 | -4.0% | 0.16% | -11.6% |
Q2 2023 | $10,043,214 | -3.4% | 250,517 | -3.2% | 0.18% | -8.1% |
Q1 2023 | $10,396,221 | +23.3% | 258,870 | +22.5% | 0.20% | +13.9% |
Q4 2022 | $8,431,468 | +10.2% | 211,262 | -1.2% | 0.17% | +2.4% |
Q3 2022 | $7,651,000 | +5.0% | 213,771 | +13.8% | 0.17% | +10.5% |
Q2 2022 | $7,289,000 | +29.7% | 187,802 | +41.4% | 0.15% | +56.1% |
Q1 2022 | $5,619,000 | -24.6% | 132,837 | -23.3% | 0.10% | -26.3% |
Q4 2021 | $7,455,000 | +42.4% | 173,206 | +29.7% | 0.13% | +40.0% |
Q3 2021 | $5,236,000 | -3.5% | 133,564 | -2.1% | 0.10% | -9.5% |
Q2 2021 | $5,428,000 | +95.1% | 136,487 | +86.4% | 0.10% | +69.4% |
Q1 2021 | $2,782,000 | -9.2% | 73,239 | -16.2% | 0.06% | -16.2% |
Q4 2020 | $3,065,000 | +111.4% | 87,392 | +89.6% | 0.07% | +68.2% |
Q3 2020 | $1,450,000 | -10.5% | 46,099 | -13.8% | 0.04% | -21.4% |
Q2 2020 | $1,621,000 | +4.8% | 53,478 | -4.3% | 0.06% | -52.9% |
Q1 2020 | $1,547,000 | -53.5% | 55,888 | -39.5% | 0.12% | +32.2% |
Q4 2019 | $3,326,000 | +31.5% | 92,310 | +27.2% | 0.09% | 0.0% |
Q3 2019 | $2,530,000 | +778.5% | 72,557 | +737.6% | 0.09% | +718.2% |
Q2 2019 | $288,000 | – | 8,662 | – | 0.01% | – |
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% |