FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $216,862 | -6.7% | 5,800 | 0.0% | 0.08% | -4.8% |
Q2 2023 | $232,522 | -14.9% | 5,800 | -14.7% | 0.08% | -18.6% |
Q1 2023 | $273,088 | +0.6% | 6,800 | 0.0% | 0.10% | -4.7% |
Q4 2022 | $271,388 | +30.5% | 6,800 | +17.2% | 0.11% | +23.0% |
Q3 2022 | $208,000 | -7.6% | 5,800 | 0.0% | 0.09% | 0.0% |
Q2 2022 | $225,000 | -8.2% | 5,800 | 0.0% | 0.09% | +6.1% |
Q1 2022 | $245,000 | – | 5,800 | – | 0.08% | – |
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% |