Elevated Capital Advisors »

First Trust Value Line Dividend Indx Fnd shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital 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 Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 219k 42.23
2023-12-31 $8.4M 208k 40.56
2023-09-30 $7.8M 209k 37.39
2023-06-30 $2.6M 64k 40.09

More positions owned by Elevated Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
PIMCO Corporate Income Fund (PCN)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Elevated Capital Advisors

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
Advisor Group Holdings
Commonwealth Equity Services
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