FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $441,760 | -99.1% | 11,000 | -99.1% | 0.01% | -99.2% |
| Q4 2022 | $50,933,142 | +64.9% | 1,276,200 | +47.8% | 0.64% | +30.7% |
| Q3 2022 | $30,894,000 | +604.4% | 863,200 | +663.9% | 0.49% | +519.0% |
| Q2 2022 | $4,386,000 | +116.1% | 113,000 | +135.4% | 0.08% | +172.4% |
| Q1 2022 | $2,030,000 | +64.6% | 48,000 | +54.8% | 0.03% | +163.6% |
| Q2 2021 | $1,233,000 | +25.6% | 31,000 | +10.7% | 0.01% | +120.0% |
| Q4 2020 | $982,000 | – | 28,000 | – | 0.01% | – |
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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% |