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First Trust Value Line Dividend Indx Fnd shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $790k 19k 42.23
2023-12-31 $843k 21k 40.56
2022-12-31 $2.8M 69k 39.91
2022-09-30 $2.5M 70k 35.79

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Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd