FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 500 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,852,475 | +2.0% | 263,506 | +9.4% | 0.04% | +8.6% |
| Q2 2023 | $9,654,652 | +710.5% | 240,824 | +711.9% | 0.04% | +600.0% |
| Q1 2023 | $1,191,203 | -0.2% | 29,661 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $1,194,125 | +19.8% | 29,920 | +7.4% | 0.01% | 0.0% |
| Q3 2022 | $997,000 | -13.7% | 27,865 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $1,155,000 | -7.2% | 29,753 | +1.1% | 0.01% | +25.0% |
| Q1 2022 | $1,245,000 | -1.7% | 29,421 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,266,000 | +3.7% | 29,421 | -5.6% | 0.00% | 0.0% |
| Q3 2021 | $1,221,000 | +6.9% | 31,151 | +8.4% | 0.00% | 0.0% |
| Q2 2021 | $1,142,000 | +14.2% | 28,726 | +9.1% | 0.00% | 0.0% |
| Q1 2021 | $1,000,000 | +45.1% | 26,323 | +34.0% | 0.00% | +33.3% |
| Q4 2020 | $689,000 | +13.9% | 19,649 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $605,000 | +13.3% | 19,219 | +9.2% | 0.00% | 0.0% |
| Q2 2020 | $534,000 | – | 17,599 | – | 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% |