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 2020 | $2,158,000 | +5.8% | 68,581 | +2.0% | 1.32% | -1.4% |
| Q2 2020 | $2,039,000 | +35.5% | 67,249 | +23.6% | 1.34% | +17.8% |
| Q1 2020 | $1,505,000 | +1.3% | 54,388 | +31.9% | 1.14% | +20.4% |
| Q4 2019 | $1,485,000 | +113.1% | 41,228 | +106.1% | 0.95% | +85.5% |
| Q3 2019 | $697,000 | +31.5% | 20,001 | +27.3% | 0.51% | +31.7% |
| Q2 2019 | $530,000 | +47.6% | 15,708 | +42.2% | 0.39% | +38.1% |
| Q1 2019 | $359,000 | +15.1% | 11,048 | +2.9% | 0.28% | +10.2% |
| Q4 2018 | $312,000 | – | 10,737 | – | 0.26% | – |
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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% |