FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,647,656 | -32.4% | 70,812 | -27.5% | 0.42% | -31.9% |
| Q2 2023 | $3,917,068 | +3.7% | 97,707 | +3.9% | 0.62% | -2.8% |
| Q1 2023 | $3,777,409 | +20.2% | 94,059 | +19.4% | 0.64% | +13.1% |
| Q4 2022 | $3,143,192 | +104.0% | 78,757 | +82.9% | 0.57% | +108.5% |
| Q3 2022 | $1,541,000 | +30.2% | 43,059 | +41.1% | 0.27% | +26.5% |
| Q2 2022 | $1,184,000 | +12.9% | 30,514 | +17.9% | 0.22% | +8.0% |
| Q1 2022 | $1,049,000 | +48.4% | 25,884 | +57.7% | 0.20% | +25.2% |
| Q4 2021 | $707,000 | – | 16,415 | – | 0.16% | – |
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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% |