FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 236 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $305 | 0.0% | 7,607 | +0.1% | 0.03% | -10.3% |
Q1 2023 | $305 | +5.2% | 7,602 | +4.6% | 0.03% | -12.1% |
Q4 2022 | $290 | -99.9% | 7,270 | +42.2% | 0.03% | +43.5% |
Q1 2022 | $216,000 | -3.6% | 5,112 | -1.9% | 0.02% | -4.2% |
Q4 2021 | $224,000 | +9.8% | 5,212 | 0.0% | 0.02% | -20.0% |
Q3 2021 | $204,000 | -2.9% | 5,212 | -1.4% | 0.03% | -3.2% |
Q2 2021 | $210,000 | +4.5% | 5,287 | 0.0% | 0.03% | -3.1% |
Q1 2021 | $201,000 | -28.7% | 5,287 | -48.2% | 0.03% | -47.5% |
Q1 2020 | $282,000 | -48.0% | 10,201 | -32.2% | 0.06% | -41.9% |
Q4 2019 | $542,000 | +3.0% | 15,039 | -0.4% | 0.10% | -5.4% |
Q3 2019 | $526,000 | +2.3% | 15,092 | -1.0% | 0.11% | -0.9% |
Q2 2019 | $514,000 | +3.4% | 15,242 | -0.3% | 0.11% | -16.4% |
Q1 2019 | $497,000 | +12.7% | 15,294 | +0.9% | 0.13% | +4.7% |
Q4 2018 | $441,000 | -13.5% | 15,156 | -5.9% | 0.13% | -5.9% |
Q3 2018 | $510,000 | +7.8% | 16,109 | +3.1% | 0.14% | -2.9% |
Q2 2018 | $473,000 | -24.2% | 15,621 | -25.2% | 0.14% | -26.7% |
Q1 2018 | $624,000 | -23.2% | 20,882 | -20.7% | 0.19% | -22.7% |
Q4 2017 | $813,000 | +8.4% | 26,349 | +4.5% | 0.25% | -2.4% |
Q3 2017 | $750,000 | – | 25,209 | – | 0.25% | – |
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% |