First Trust Value Line Dividend Indx Fnd shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners 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 Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.7M | 45k | 37.39 |
| 2023-06-30 | $2.3M | 58k | 40.09 |
| 2023-03-31 | $2.7M | 68k | 40.16 |
| 2022-06-30 | $2.7M | 71k | 38.81 |
| 2022-03-31 | $3.4M | 81k | 42.31 |
| 2021-12-31 | $3.9M | 91k | 43.04 |
| 2021-09-30 | $3.6M | 93k | 39.20 |
| 2021-06-30 | $3.6M | 91k | 39.77 |
| 2021-03-31 | $4.5M | 118k | 37.98 |
| 2020-12-31 | $209k | 6.0k | 35.10 |
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