FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 198 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $952,000 | -10.7% | 24,520 | -2.7% | 0.10% | -12.6% |
Q1 2022 | $1,066,000 | -0.9% | 25,195 | +0.8% | 0.12% | +2.6% |
Q4 2021 | $1,076,000 | +41.0% | 24,995 | +28.4% | 0.12% | +33.3% |
Q3 2021 | $763,028 | -1.4% | 19,465 | 0.0% | 0.09% | -7.4% |
Q2 2021 | $774,123 | +24.2% | 19,465 | +18.7% | 0.09% | -1.1% |
Q1 2021 | $623,062 | +24.2% | 16,405 | +14.7% | 0.10% | +13.1% |
Q4 2020 | $501,676 | +5.4% | 14,305 | -5.5% | 0.08% | -4.5% |
Q3 2020 | $475,990 | +6.2% | 15,130 | +2.4% | 0.09% | -8.3% |
Q2 2020 | $448,130 | +13.4% | 14,780 | +3.5% | 0.10% | -54.9% |
Q1 2020 | $395,270 | +60.6% | 14,280 | +109.1% | 0.21% | +86.8% |
Q4 2019 | $246,085 | -1.0% | 6,830 | -4.2% | 0.11% | -9.5% |
Q3 2019 | $248,623 | +14.6% | 7,130 | +10.9% | 0.13% | +11.5% |
Q2 2019 | $216,948 | +3.9% | 6,430 | 0.0% | 0.11% | -0.9% |
Q1 2019 | $208,782 | +11.7% | 6,430 | 0.0% | 0.11% | +0.9% |
Q4 2018 | $186,984 | -8.1% | 6,430 | 0.0% | 0.11% | +3.7% |
Q3 2018 | $203,445 | +4.5% | 6,430 | 0.0% | 0.11% | -6.0% |
Q2 2018 | $194,700 | +1.3% | 6,430 | 0.0% | 0.12% | -2.5% |
Q1 2018 | $192,193 | +441.6% | 6,430 | +459.1% | 0.12% | +417.4% |
Q4 2017 | $35,489 | +3.7% | 1,150 | 0.0% | 0.02% | -4.2% |
Q3 2017 | $34,213 | – | 1,150 | – | 0.02% | – |
Download |
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% |