FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $293,000 | -0.3% | 8,417 | -3.4% | 0.06% | -1.8% |
| Q2 2019 | $294,000 | +3.9% | 8,717 | 0.0% | 0.06% | -3.4% |
| Q1 2019 | $283,000 | -3.4% | 8,717 | -13.4% | 0.06% | -16.9% |
| Q4 2018 | $293,000 | -10.9% | 10,067 | -3.1% | 0.07% | -2.7% |
| Q3 2018 | $329,000 | -33.8% | 10,392 | -36.7% | 0.07% | -38.1% |
| Q2 2018 | $497,000 | +4.0% | 16,417 | +2.6% | 0.12% | -25.8% |
| Q1 2018 | $478,000 | – | 16,000 | – | 0.16% | – |
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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% |