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First Trust Value Line Dividend Indx Fnd shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 30k 48.18
2026-03-31 $1.5M 31k 47.03
2025-12-31 $1.6M 34k 46.08

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Top funds holding First Trust Value Line Dividend Indx Fnd

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