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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,831 | -42.3% | 5,234 | -42.2% | 0.10% | -43.4% |
| Q1 2023 | $363,809 | -13.8% | 9,059 | -14.4% | 0.17% | -16.4% |
| Q4 2022 | $422,208 | +7.7% | 10,579 | -3.4% | 0.21% | +3.5% |
| Q3 2022 | $392,000 | -23.0% | 10,956 | -16.4% | 0.20% | -21.6% |
| Q2 2022 | $509,000 | -43.3% | 13,107 | -38.2% | 0.26% | -38.6% |
| Q1 2022 | $897,000 | +4.2% | 21,195 | +5.9% | 0.42% | +18.6% |
| Q4 2021 | $861,000 | +7.9% | 20,012 | -1.7% | 0.35% | +0.9% |
| Q3 2021 | $798,000 | -0.7% | 20,363 | +0.7% | 0.35% | -5.7% |
| Q2 2021 | $804,000 | +12.6% | 20,225 | +7.6% | 0.37% | -7.8% |
| Q1 2021 | $714,000 | -24.8% | 18,791 | -30.7% | 0.40% | -34.8% |
| Q4 2020 | $950,000 | +10.0% | 27,098 | -1.4% | 0.61% | +1.0% |
| Q3 2020 | $864,000 | – | 27,479 | – | 0.61% | – |
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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% |