FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,784 | +6.1% | 1,278 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $45,054 | -58.0% | 1,278 | -52.1% | 0.03% | -55.1% |
| Q1 2023 | $107,187 | -35.6% | 2,669 | -36.0% | 0.07% | +40.8% |
| Q4 2022 | $166,385 | -22.2% | 4,169 | -30.4% | 0.05% | -29.0% |
| Q3 2022 | $214,000 | +105.8% | 5,990 | +124.4% | 0.07% | -5.5% |
| Q2 2022 | $104,000 | -8.0% | 2,669 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $113,000 | -1.7% | 2,669 | 0.0% | 0.07% | +2.8% |
| Q4 2021 | $115,000 | +9.5% | 2,669 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $105,000 | -50.5% | 2,669 | -50.0% | 0.07% | -12.5% |
| Q2 2021 | $212,000 | +109.9% | 5,338 | +100.0% | 0.08% | -3.6% |
| Q1 2021 | $101,000 | – | 2,669 | – | 0.08% | – |
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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% |