FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 397 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,156,957 | +1.7% | 28,859 | +1.9% | 2.48% | -7.9% |
| Q1 2023 | $1,137,893 | +4.6% | 28,334 | +3.9% | 2.69% | -14.3% |
| Q4 2022 | $1,088,266 | +28.5% | 27,268 | +15.3% | 3.14% | +21.3% |
| Q3 2022 | $847,000 | -11.2% | 23,657 | -3.7% | 2.59% | +4.5% |
| Q2 2022 | $954,000 | -9.3% | 24,576 | -1.2% | 2.48% | +9.5% |
| Q1 2022 | $1,052,000 | -14.3% | 24,874 | -20.5% | 2.26% | -2.1% |
| Q3 2021 | $1,227,000 | -2.2% | 31,290 | -0.8% | 2.31% | +1.2% |
| Q2 2021 | $1,254,000 | +8.4% | 31,527 | +3.5% | 2.28% | +2.7% |
| Q1 2021 | $1,157,000 | +9.8% | 30,453 | +1.3% | 2.22% | +5.0% |
| Q4 2020 | $1,054,000 | – | 30,051 | – | 2.12% | – |
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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% |