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First Trust Value Line Dividend Indx Fnd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 208k 45.49
2024-06-30 $8.2M 200k 40.75
2024-03-31 $7.2M 170k 42.23
2023-12-31 $5.6M 139k 40.56