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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,831 | -0.2% | 345 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $13,855 | +0.6% | 345 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $13,769 | +14.7% | 345 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $12,000 | +20.0% | 345 | +38.6% | 0.01% | +16.7% |
| Q2 2022 | $10,000 | -9.1% | 249 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 249 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $11,000 | +10.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 249 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $9,000 | 0.0% | 249 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $9,000 | – | 249 | – | 0.01% | – |
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% |