FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 469 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,165 | -2.3% | 57,896 | +4.7% | 0.01% | -11.1% |
Q2 2023 | $2,217 | -6.6% | 55,292 | -6.5% | 0.01% | -18.2% |
Q1 2023 | $2,374 | -9.7% | 59,106 | -10.2% | 0.01% | -15.4% |
Q4 2022 | $2,628 | -99.9% | 65,847 | -45.4% | 0.01% | -50.0% |
Q3 2022 | $4,319,000 | -30.3% | 120,675 | -24.4% | 0.03% | -31.6% |
Q2 2022 | $6,197,000 | +173.1% | 159,652 | +197.7% | 0.04% | +192.3% |
Q1 2022 | $2,269,000 | -5.8% | 53,634 | -4.1% | 0.01% | -13.3% |
Q4 2021 | $2,408,000 | +0.5% | 55,939 | -8.5% | 0.02% | -11.8% |
Q3 2021 | $2,397,000 | +31.6% | 61,148 | +33.5% | 0.02% | +21.4% |
Q2 2021 | $1,822,000 | 0.0% | 45,812 | -4.5% | 0.01% | -17.6% |
Q1 2021 | $1,822,000 | +6.7% | 47,959 | -1.5% | 0.02% | -19.0% |
Q4 2020 | $1,707,000 | +25.7% | 48,666 | +12.8% | 0.02% | +5.0% |
Q3 2020 | $1,358,000 | +10.6% | 43,162 | +6.6% | 0.02% | -9.1% |
Q2 2020 | $1,228,000 | +7.1% | 40,502 | -2.3% | 0.02% | -12.0% |
Q1 2020 | $1,147,000 | -25.9% | 41,451 | -3.5% | 0.02% | -19.4% |
Q4 2019 | $1,548,000 | -2.1% | 42,955 | -5.4% | 0.03% | -16.2% |
Q3 2019 | $1,582,000 | -9.2% | 45,393 | -12.1% | 0.04% | -19.6% |
Q2 2019 | $1,743,000 | +8.2% | 51,663 | +4.1% | 0.05% | +31.4% |
Q1 2019 | $1,611,000 | – | 49,630 | – | 0.04% | – |
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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% |