FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,691 | -6.7% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,990 | -9.8% | 1,222 | -9.6% | 0.00% | 0.0% |
| Q1 2023 | $54,297 | -3.0% | 1,352 | -3.6% | 0.00% | 0.0% |
| Q4 2022 | $55,994 | +12.0% | 1,403 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $50,000 | +6.4% | 1,403 | +14.8% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -9.6% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -1.9% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +10.4% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -2.0% | 1,222 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $49,000 | -22.2% | 1,222 | -26.1% | 0.00% | -50.0% |
| Q1 2021 | $63,000 | -36.4% | 1,653 | -41.2% | 0.00% | -33.3% |
| Q4 2020 | $99,000 | +32.0% | 2,813 | +18.1% | 0.00% | +50.0% |
| Q3 2020 | $75,000 | +102.7% | 2,382 | +94.9% | 0.00% | +100.0% |
| Q2 2020 | $37,000 | – | 1,222 | – | 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% |