FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $9,572,000 | +7.1% | 272,950 | -3.9% | 4.75% | -9.4% |
| Q3 2020 | $8,937,000 | -1.3% | 284,067 | -4.9% | 5.24% | -6.2% |
| Q2 2020 | $9,058,000 | -24.4% | 298,742 | -31.0% | 5.58% | -39.0% |
| Q1 2020 | $11,978,000 | -21.5% | 432,718 | +2.2% | 9.16% | +6.6% |
| Q4 2019 | $15,258,000 | +67.0% | 423,480 | +61.7% | 8.59% | +75.2% |
| Q3 2019 | $9,134,000 | +7.5% | 261,954 | +4.0% | 4.90% | +5.3% |
| Q2 2019 | $8,495,000 | -6.1% | 251,790 | -8.1% | 4.66% | -7.7% |
| Q1 2019 | $9,047,000 | -28.5% | 273,987 | -37.0% | 5.04% | -35.0% |
| Q4 2018 | $12,654,000 | – | 435,161 | – | 7.76% | – |
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% |