First Trust Value Line Dividend Indx Fnd shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in First Trust Value Line Dividend Indx Fnd
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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $648k | 14k | 45.88 |
| 2024-06-30 | $627k | 15k | 40.75 |
| 2024-03-31 | $672k | 16k | 42.23 |
| 2023-12-31 | $646k | 16k | 40.56 |
| 2023-09-30 | $595k | 16k | 37.39 |
| 2023-06-30 | $638k | 16k | 40.09 |
| 2023-03-31 | $639k | 16k | 40.16 |
| 2022-12-31 | $635k | 16k | 39.91 |
| 2022-09-30 | $917k | 25k | 36.86 |
| 2022-06-30 | $992k | 26k | 38.78 |
| 2022-03-31 | $1.1M | 25k | 43.01 |
| 2021-12-31 | $1.1M | 25k | 43.01 |
| 2021-09-30 | $884k | 23k | 39.16 |
| 2021-06-30 | $897k | 23k | 39.74 |
| 2021-03-31 | $9.1M | 240k | 37.98 |
| 2020-12-31 | $8.6M | 244k | 35.07 |
| 2020-09-30 | $8.6M | 273k | 31.46 |
| 2020-06-30 | $6.4M | 212k | 30.32 |
| 2020-03-31 | $378k | 14k | 27.66 |
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