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First Trust Value Line Dividend Indx Fnd shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $252k 6.0k 42.23
2023-12-31 $282k 6.9k 40.56
2023-09-30 $337k 9.0k 37.39
2023-06-30 $357k 8.9k 40.09

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View all positions for Sovereign Financial Group

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