FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 114 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $206,000 | +0.5% | 6,505 | -5.3% | 0.04% | -2.8% |
| Q1 2018 | $205,000 | -85.2% | 6,869 | -84.7% | 0.04% | -84.1% |
| Q4 2017 | $1,387,000 | -3.5% | 44,949 | -6.9% | 0.23% | -5.8% |
| Q3 2017 | $1,437,000 | -11.6% | 48,304 | -13.0% | 0.24% | -10.8% |
| Q2 2017 | $1,625,000 | -6.9% | 55,544 | -7.7% | 0.27% | -7.9% |
| Q1 2017 | $1,745,000 | -0.4% | 60,168 | -3.7% | 0.29% | -6.4% |
| Q4 2016 | $1,752,000 | +5.4% | 62,506 | +1.5% | 0.31% | +1.0% |
| Q3 2016 | $1,662,000 | -2.1% | 61,556 | -2.2% | 0.31% | -3.1% |
| Q2 2016 | $1,698,000 | -3.5% | 62,967 | -7.9% | 0.32% | -3.3% |
| Q1 2016 | $1,759,000 | -14.7% | 68,374 | -20.8% | 0.33% | -17.7% |
| Q4 2015 | $2,063,000 | -6.8% | 86,382 | -11.0% | 0.40% | -3.8% |
| Q3 2015 | $2,213,000 | +11.0% | 97,093 | +13.9% | 0.42% | +19.8% |
| Q2 2015 | $1,994,000 | -28.7% | 85,278 | -26.5% | 0.35% | -29.1% |
| Q1 2015 | $2,795,000 | -0.8% | 116,045 | -0.5% | 0.49% | -3.9% |
| Q4 2014 | $2,817,000 | +1.1% | 116,580 | -6.0% | 0.51% | -4.7% |
| Q3 2014 | $2,786,000 | +11.9% | 123,999 | +13.9% | 0.54% | +12.4% |
| Q2 2014 | $2,490,000 | +2.8% | 108,838 | -1.6% | 0.48% | +1.9% |
| Q1 2014 | $2,422,000 | +0.7% | 110,652 | -1.6% | 0.47% | -3.5% |
| Q4 2013 | $2,406,000 | +8.6% | 112,414 | +1.8% | 0.48% | +2.1% |
| Q3 2013 | $2,215,000 | +2.5% | 110,443 | -0.5% | 0.48% | -1.2% |
| Q2 2013 | $2,160,000 | +1.5% | 110,964 | +1.0% | 0.48% | +1.7% |
| Q1 2013 | $2,128,000 | +13.4% | 109,898 | +1.4% | 0.47% | -0.8% |
| Q4 2012 | $1,876,000 | – | 108,421 | – | 0.48% | – |
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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% |