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 | $298,110 | -10.7% | 7,973 | -4.2% | 0.34% | -7.0% |
| Q2 2023 | $333,669 | -0.2% | 8,323 | 0.0% | 0.37% | -11.7% |
| Q1 2023 | $334,252 | +0.6% | 8,323 | 0.0% | 0.42% | -7.7% |
| Q4 2022 | $332,171 | +11.1% | 8,323 | -0.2% | 0.45% | +4.1% |
| Q3 2022 | $299,000 | -11.8% | 8,343 | 0.0% | 0.44% | +3.8% |
| Q2 2022 | $339,000 | -1.5% | 8,343 | 0.0% | 0.42% | +1.2% |
| Q1 2022 | $344,000 | -4.2% | 8,343 | 0.0% | 0.42% | +16.6% |
| Q4 2021 | $359,000 | – | 8,343 | – | 0.36% | – |
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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% |