FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922,299 | -6.7% | 24,667 | 0.0% | 0.06% | -3.1% |
| Q2 2023 | $988,900 | -12.4% | 24,667 | -12.3% | 0.06% | -14.5% |
| Q1 2023 | $1,129,179 | +0.0% | 28,117 | -0.6% | 0.08% | -5.0% |
| Q4 2022 | $1,128,643 | +461.5% | 28,280 | +494.7% | 0.08% | +471.4% |
| Q1 2022 | $201,000 | -19.3% | 4,755 | -31.2% | 0.01% | -57.6% |
| Q4 2019 | $249,000 | +13.7% | 6,913 | +10.2% | 0.03% | 0.0% |
| Q3 2019 | $219,000 | -1.8% | 6,272 | -5.2% | 0.03% | -5.7% |
| Q2 2019 | $223,000 | – | 6,615 | – | 0.04% | – |
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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% |