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First Trust Value Line Dividend Indx Fnd shares owned by Cascadia Advisory Services

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

Historical chart of Cascadia Advisory Services 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 Cascadia Advisory Services 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 Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $246k 6.3k 39.24
2021-06-30 $234k 5.9k 39.84
2020-09-30 $241k 7.7k 31.43
2020-06-30 $432k 14k 30.32
2019-12-31 $1.1M 32k 36.02

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Raymond James & Associates
Envestnet Asset Management
Commonwealth Equity Services
Stifel Financial
Advisor Group Holdings
Baird Financial
HighTower Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd