First Trust Value Line Dividend Indx Fnd shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private 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 Atlas Private 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 |
---|---|---|---|
2024-09-30 | $249k | 5.5k | 45.49 |
2024-06-30 | $223k | 5.5k | 40.75 |
2023-12-31 | $360k | 8.9k | 40.56 |
2023-09-30 | $549k | 15k | 37.39 |
2023-06-30 | $611k | 15k | 40.09 |
2023-03-31 | $370k | 9.2k | 40.16 |
2022-12-31 | $585k | 15k | 39.91 |
2022-09-30 | $591k | 17k | 35.81 |
2022-06-30 | $834k | 22k | 38.83 |
2022-03-31 | $7.6M | 176k | 43.04 |
2021-12-31 | $7.6M | 176k | 43.04 |
2021-09-30 | $9.4M | 240k | 39.20 |
2021-06-30 | $9.6M | 242k | 39.77 |
2021-03-31 | $8.0M | 210k | 37.98 |
2020-12-31 | $4.9M | 140k | 35.07 |
2020-09-30 | $3.4M | 109k | 31.46 |
2020-06-30 | $2.8M | 92k | 30.32 |
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