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First Trust Value Line Dividend Indx Fnd shares owned by Coastal Capital Group

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

Historical chart of Coastal Capital Group 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 Coastal Capital Group 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 Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $103k 2.6k 40.09
2023-03-31 $103k 2.6k 40.16
2021-12-31 $9.0k 212 42.45
2021-09-30 $8.0k 212 37.74
2021-06-30 $8.0k 212 37.74
2021-03-31 $34k 907 37.49

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Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding First Trust Value Line Dividend Indx Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
Stifel Financial
Baird Financial
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company
Private Advisor
Kestra Advisory Services

View all funds holding First Trust Value Line Dividend Indx Fnd