First Trust Value Line Dividend Indx Fnd shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in First Trust Value Line Dividend Indx Fnd
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All positions including First Trust Value Line Dividend Indx Fnd held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $207k | 4.7k | 43.64 |
2024-09-30 | $257k | 5.7k | 45.49 |
2024-06-30 | $251k | 6.2k | 40.75 |
2024-03-31 | $261k | 6.2k | 42.23 |
2023-12-31 | $250k | 6.2k | 40.56 |
2023-09-30 | $1.1M | 28k | 37.39 |
2023-06-30 | $1.2M | 29k | 40.09 |
2023-03-31 | $1.1M | 28k | 40.16 |
2022-12-31 | $1.1M | 29k | 39.91 |
2022-09-30 | $968k | 27k | 35.79 |
2022-06-30 | $1.0M | 26k | 38.76 |
2022-03-31 | $1.1M | 26k | 42.30 |
2021-12-31 | $1.1M | 25k | 43.03 |
2021-09-30 | $838k | 21k | 39.21 |
2021-06-30 | $719k | 18k | 39.79 |
2021-03-31 | $555k | 15k | 38.00 |
2020-12-31 | $445k | 13k | 35.05 |
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