FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $107,438 | +51.3% | 2,692 | +36.5% | 0.02% | -34.8% |
| Q3 2022 | $71,000 | -99.7% | 1,972 | +247.2% | 0.02% | +228.6% |
| Q2 2022 | $22,044,000 | +91750.0% | 568 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $24,000 | -4.0% | 568 | -11.7% | 0.01% | -33.3% |
| Q3 2021 | $25,000 | -3.8% | 643 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $26,000 | +8.3% | 643 | 0.0% | 0.01% | -28.6% |
| Q1 2021 | $24,000 | – | 643 | – | 0.01% | – |
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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% |