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 2023 | $2,070,291 | -32.7% | 55,370 | -27.9% | 0.07% | -32.0% |
| Q2 2023 | $3,077,544 | +88.9% | 76,766 | +89.3% | 0.10% | +69.5% |
| Q1 2023 | $1,629,016 | -2.1% | 40,563 | -2.7% | 0.06% | -1.7% |
| Q4 2022 | $1,664,163 | +6.3% | 41,698 | -4.6% | 0.06% | -11.8% |
| Q3 2022 | $1,565,000 | +560.3% | 43,723 | +614.5% | 0.07% | +871.4% |
| Q2 2022 | $237,000 | -91.9% | 6,119 | -92.7% | 0.01% | -97.8% |
| Q3 2019 | $2,915,000 | – | 83,602 | – | 0.32% | – |
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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% |