FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,288,000 | 0.0% | 32,863 | 0.0% | 1.28% | 0.0% |
| Q2 2022 | $1,288,000 | +0.7% | 32,863 | +8.7% | 1.28% | +22.2% |
| Q1 2022 | $1,279,000 | -6.6% | 30,240 | -4.9% | 1.05% | -7.2% |
| Q4 2021 | $1,369,000 | +6.3% | 31,804 | -3.2% | 1.13% | -11.9% |
| Q3 2021 | $1,288,000 | -2.1% | 32,863 | -0.7% | 1.28% | -0.4% |
| Q2 2021 | $1,316,000 | -18.7% | 33,086 | -18.6% | 1.29% | -20.1% |
| Q1 2021 | $1,619,000 | +24.8% | 40,655 | +9.9% | 1.61% | +29.8% |
| Q4 2020 | $1,297,000 | – | 36,990 | – | 1.24% | – |
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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% |