FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 258 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,498 | -6.7% | 3,089 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $123,838 | -0.2% | 3,089 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $124,054 | +247.3% | 3,089 | +245.1% | 0.00% | +100.0% |
| Q4 2022 | $35,719 | +11.6% | 895 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 895 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 895 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -2.6% | 895 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +11.4% | 895 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | -2.8% | 895 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 895 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +9.7% | 895 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +10.7% | 895 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +3.7% | 895 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | +8.0% | 895 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | -21.9% | 895 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +3.2% | 895 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | +3.3% | 895 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $30,000 | +3.4% | 895 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | – | 895 | – | 0.00% | – |
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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% |