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First Trust Value Line Dividend Indx Fnd shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in First Trust Value Line Dividend Indx Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Value Line Dividend Indx Fnd held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 123k 42.23
2023-12-31 $6.3M 156k 40.56
2023-09-30 $17M 455k 37.39
2023-06-30 $24M 596k 40.09
2023-03-31 $24M 592k 40.16
2022-12-31 $23M 577k 39.91
2022-09-30 $19M 541k 35.86
2022-06-30 $21M 533k 38.81
2022-03-31 $21M 500k 42.30
2021-12-31 $22M 498k 43.14
2021-09-30 $18M 448k 39.20
2021-06-30 $17M 416k 39.93
2021-03-31 $15M 394k 37.98
2020-12-31 $13M 370k 35.07
2020-09-30 $11M 358k 31.46
2020-06-30 $11M 349k 30.32
2020-03-31 $8.7M 313k 27.68
2019-12-31 $9.9M 274k 36.03
2019-09-30 $9.0M 259k 34.87
2019-06-30 $7.9M 233k 33.74
2019-03-31 $5.2M 160k 32.47
2018-12-31 $2.0M 152k 13.40
2018-09-30 $4.7M 151k 31.15
2018-06-30 $4.4M 146k 30.25
2018-03-31 $3.9M 131k 29.89
2017-12-31 $3.7M 119k 30.86

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding First Trust Value Line Dividend Indx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
Baird Financial
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company
Private Advisor
Kestra Advisory Services

View all funds holding First Trust Value Line Dividend Indx Fnd