FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,255 | -18.0% | 1,386 | -10.8% | 0.02% | -24.0% |
| Q2 2023 | $62,510 | -7.6% | 1,554 | -7.8% | 0.02% | -16.7% |
| Q1 2023 | $67,663 | +80451.2% | 1,685 | -20.4% | 0.03% | -28.6% |
| Q4 2022 | $84 | -99.9% | 2,117 | 0.0% | 0.04% | -12.5% |
| Q3 2022 | $76,000 | -18.3% | 2,117 | -11.8% | 0.05% | -22.6% |
| Q2 2022 | $93,000 | -17.7% | 2,399 | -13.8% | 0.06% | -13.9% |
| Q1 2022 | $113,000 | 0.0% | 2,782 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $113,000 | -2.6% | 2,782 | +0.5% | 0.07% | +4.3% |
| Q3 2021 | $116,000 | – | 2,767 | – | 0.07% | – |
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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% |