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

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

Historical chart of Claris 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 Claris 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.9M 176k 44.70
2025-03-31 $11M 245k 43.64
2024-12-31 $11M 245k 43.64

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd