FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 342 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $51,562 | +7.0% | 1,310 | 0.0% | 0.02% | -3.8% |
Q3 2023 | $48,169 | -8.2% | 1,310 | 0.0% | 0.03% | -13.3% |
Q2 2023 | $52,479 | -0.2% | 1,310 | 0.0% | 0.03% | -6.2% |
Q1 2023 | $52,573 | -0.3% | 1,310 | 0.0% | 0.03% | -11.1% |
Q4 2022 | $52,713 | +5.4% | 1,310 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $50,000 | -3.8% | 1,310 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $52,000 | -3.7% | 1,310 | 0.0% | 0.04% | +2.9% |
Q1 2022 | $54,000 | -3.6% | 1,310 | 0.0% | 0.04% | -5.4% |
Q4 2021 | $56,000 | +7.7% | 1,310 | 0.0% | 0.04% | -2.6% |
Q3 2021 | $52,000 | 0.0% | 1,310 | 0.0% | 0.04% | -2.6% |
Q2 2021 | $52,000 | +4.0% | 1,310 | 0.0% | 0.04% | -4.9% |
Q1 2021 | $50,000 | +8.7% | 1,310 | 0.0% | 0.04% | -6.8% |
Q4 2020 | $46,000 | +12.2% | 1,310 | 0.0% | 0.04% | -2.2% |
Q3 2020 | $41,000 | +2.5% | 1,310 | 0.0% | 0.04% | +2.3% |
Q2 2020 | $40,000 | +8.1% | 1,310 | 0.0% | 0.04% | -4.3% |
Q1 2020 | $37,000 | -27.5% | 1,310 | -7.4% | 0.05% | -6.1% |
Q4 2019 | $51,000 | – | 1,415 | – | 0.05% | – |
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% |