FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,188 | -6.7% | 37,154 | +0.3% | 0.73% | -7.1% |
| Q2 2023 | $1,488,896 | -2.7% | 37,028 | -2.8% | 0.79% | -9.0% |
| Q1 2023 | $1,529,534 | -7.6% | 38,086 | -5.5% | 0.86% | -13.6% |
| Q4 2022 | $1,654,669 | +10.8% | 40,289 | -1.3% | 1.00% | +1.5% |
| Q3 2022 | $1,494,000 | -10.2% | 40,820 | -5.1% | 0.98% | -16.7% |
| Q2 2022 | $1,663,000 | -7.2% | 43,012 | -2.5% | 1.18% | -5.2% |
| Q1 2022 | $1,792,000 | -1.2% | 44,130 | -0.1% | 1.25% | +7.2% |
| Q4 2021 | $1,813,000 | – | 44,170 | – | 1.16% | – |
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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% |