First Trust Value Line Dividend Indx Fnd shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in First Trust Value Line Dividend Indx Fnd
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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $654k | 18k | 37.39 |
| 2023-06-30 | $702k | 18k | 40.09 |
| 2023-03-31 | $703k | 18k | 40.16 |
| 2022-12-31 | $698k | 18k | 39.91 |
| 2022-09-30 | $626k | 18k | 35.77 |
| 2022-06-30 | $679k | 18k | 38.80 |
| 2022-03-31 | $740k | 18k | 42.29 |
| 2021-12-31 | $753k | 18k | 43.03 |
| 2021-09-30 | $686k | 18k | 39.20 |
| 2021-06-30 | $695k | 18k | 39.71 |
| 2021-03-31 | $697k | 18k | 39.83 |
| 2020-12-31 | $614k | 18k | 35.09 |
Top funds holding First Trust Value Line Dividend Indx Fnd
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