FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $438,905 | -20.0% | 10,948 | -19.9% | 0.14% | -30.0% |
| Q1 2023 | $548,666 | -0.8% | 13,662 | -1.4% | 0.20% | -9.5% |
| Q4 2022 | $553,232 | +0.2% | 13,862 | -10.2% | 0.22% | -2.6% |
| Q3 2022 | $552,000 | -8.6% | 15,432 | -0.8% | 0.23% | -5.4% |
| Q2 2022 | $604,000 | -17.6% | 15,554 | -10.3% | 0.24% | -3.2% |
| Q1 2022 | $733,000 | -2.0% | 17,335 | -0.3% | 0.25% | +0.8% |
| Q4 2021 | $748,000 | +19.1% | 17,385 | +8.6% | 0.25% | +7.9% |
| Q3 2021 | $628,000 | -20.8% | 16,011 | -19.7% | 0.23% | -33.7% |
| Q2 2021 | $793,000 | -65.2% | 19,943 | -66.8% | 0.34% | -65.9% |
| Q1 2021 | $2,278,000 | -21.5% | 59,992 | -27.5% | 1.01% | -28.5% |
| Q4 2020 | $2,901,000 | +5.9% | 82,726 | -5.0% | 1.41% | -12.6% |
| Q3 2020 | $2,739,000 | +1.9% | 87,061 | -1.8% | 1.62% | -16.3% |
| Q2 2020 | $2,689,000 | +9.2% | 88,689 | -0.3% | 1.93% | +18.6% |
| Q1 2020 | $2,463,000 | -14.9% | 88,983 | +10.8% | 1.63% | -2.3% |
| Q4 2019 | $2,893,000 | – | 80,300 | – | 1.66% | – |
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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% |