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First Trust Value Line Dividend Indx Fnd shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 50k 40.56
2023-09-30 $1.9M 50k 37.39
2023-06-30 $2.0M 50k 40.09

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Ishares Tr Short Treas Bd (SHV)
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
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Alphabet Cap Stk Cl C (GOOG)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding First Trust Value Line Dividend Indx Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Stifel Financial
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