FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 401 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,681 | -12.8% | 30,905 | -6.5% | 0.07% | -11.5% |
| Q2 2023 | $1,325,005 | +2.1% | 33,050 | +2.2% | 0.08% | -4.9% |
| Q1 2023 | $1,298,341 | +1.4% | 32,329 | +0.7% | 0.08% | -11.8% |
| Q4 2022 | $1,280,757 | +10.5% | 32,091 | -1.0% | 0.09% | -1.1% |
| Q3 2022 | $1,159,000 | -99.9% | 32,402 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $1,254,712,000 | +91887.7% | 32,329 | +0.2% | 0.10% | +4.4% |
| Q1 2022 | $1,364,000 | -5.1% | 32,251 | -3.5% | 0.09% | -2.2% |
| Q4 2021 | $1,438,000 | +6.9% | 33,433 | -2.6% | 0.09% | -3.1% |
| Q3 2021 | $1,345,000 | -5.5% | 34,326 | -4.2% | 0.10% | -15.8% |
| Q2 2021 | $1,424,000 | -15.0% | 35,830 | -18.8% | 0.11% | -18.6% |
| Q1 2021 | $1,675,000 | +5.6% | 44,124 | -2.5% | 0.14% | -19.5% |
| Q4 2020 | $1,586,000 | – | 45,241 | – | 0.17% | – |
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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% |