FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,001 | -95.4% | 12,998 | -95.1% | 0.02% | -95.3% |
| Q2 2023 | $10,542,353 | +27.5% | 262,967 | +27.7% | 0.51% | +0.2% |
| Q1 2023 | $8,271,687 | +1571.6% | 205,968 | +1561.2% | 0.51% | +1348.6% |
| Q4 2022 | $494,845 | +72.4% | 12,399 | +54.5% | 0.04% | +45.8% |
| Q3 2022 | $287,000 | -8.3% | 8,024 | -0.4% | 0.02% | -7.7% |
| Q2 2022 | $313,000 | -6.8% | 8,053 | +1.2% | 0.03% | +8.3% |
| Q1 2022 | $336,000 | -18.6% | 7,955 | -17.2% | 0.02% | -22.6% |
| Q4 2021 | $413,000 | – | 9,602 | – | 0.03% | – |
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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% |