FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,606,580 | +10.6% | 40,255 | -0.8% | 0.16% | +5.8% |
| Q3 2022 | $1,452,000 | -33.3% | 40,578 | -27.7% | 0.16% | -22.4% |
| Q2 2022 | $2,178,000 | -16.2% | 56,130 | -8.7% | 0.20% | -4.3% |
| Q1 2022 | $2,599,000 | -51.5% | 61,449 | -50.7% | 0.21% | -50.8% |
| Q4 2021 | $5,356,000 | -2.4% | 124,738 | -6.2% | 0.43% | +14.2% |
| Q3 2021 | $5,487,000 | +73.7% | 133,046 | +67.5% | 0.37% | -7.7% |
| Q2 2021 | $3,158,000 | -3.4% | 79,413 | -7.7% | 0.40% | -20.3% |
| Q1 2021 | $3,269,000 | +10.9% | 86,072 | +4.0% | 0.51% | +1.6% |
| Q4 2020 | $2,948,000 | +30.4% | 82,799 | +18.8% | 0.50% | +10.6% |
| Q3 2020 | $2,261,000 | +6.6% | 69,686 | +2.7% | 0.45% | -0.2% |
| Q2 2020 | $2,121,000 | +22.7% | 67,855 | +11.4% | 0.45% | +11.3% |
| Q1 2020 | $1,729,000 | – | 60,891 | – | 0.41% | – |
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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% |