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First Trust Value Line Dividend Indx Fnd shares owned by Willner & Heller

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $794k 20k 40.56
2022-12-31 $861k 22k 39.91
2022-09-30 $751k 21k 35.78
2022-06-30 $812k 21k 38.81
2022-03-31 $917k 21k 43.04
2021-12-31 $947k 24k 39.20

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View all positions for Willner & Heller

Top funds holding First Trust Value Line Dividend Indx Fnd

LPL Financial
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

View all funds holding First Trust Value Line Dividend Indx Fnd