Sage Private Wealth Group »

First Trust Value Line Dividend Indx Fnd shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $18k 507 35.50
2022-06-30 $20k 505 39.60
2022-03-31 $21k 502 41.83
2021-12-31 $21k 500 42.00
2021-09-30 $20k 498 40.16
2021-06-30 $20k 496 40.32
2021-03-31 $19k 494 38.46
2020-12-31 $17k 491 34.62

More positions owned by Sage Private Wealth Group

Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Pacer Us Small (CALF)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard World Extended Dur (EDV)
Cme (CME)
Intercontinental Exchange (ICE)
Coinbase Global Com Cl A (COIN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Altria (MO)
JPMorgan Chase & Co. (JPM)
Starbucks Corporation (SBUX)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Raymond James & Associates
Envestnet Asset Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
Advisor Group Holdings
Baird Financial

View all funds holding First Trust Value Line Dividend Indx Fnd