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First Trust Value Line Dividend Indx Fnd shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities 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 Founders Financial Securities 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 Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 62k 42.23
2023-12-31 $3.0M 73k 40.56
2023-09-30 $5.4M 145k 37.39
2023-06-30 $6.0M 151k 40.09
2023-03-31 $6.6M 165k 40.16
2022-12-31 $6.1M 153k 39.91
2022-09-30 $5.1M 144k 35.79
2022-06-30 $5.9M 152k 38.81
2022-03-31 $7.6M 179k 42.30
2021-12-31 $8.2M 190k 43.04
2021-09-30 $7.7M 196k 39.20
2021-06-30 $7.6M 191k 39.77
2021-03-31 $7.1M 188k 37.98
2020-12-31 $7.5M 213k 35.07
2020-09-30 $6.6M 210k 31.46
2020-06-30 $2.5M 82k 30.32
2020-03-31 $4.3M 155k 27.68
2019-09-30 $4.0M 114k 34.87
2019-06-30 $2.6M 78k 33.75
2019-03-31 $2.4M 72k 32.98
2018-12-31 $1.9M 67k 29.08
2018-09-30 $1.6M 50k 31.64
2018-06-30 $1.2M 41k 30.28
2018-03-31 $1.2M 41k 29.89
2017-12-31 $1.2M 38k 30.85
2017-09-30 $450k 15k 29.76
2017-06-30 $246k 8.4k 29.24
2017-03-31 $218k 7.5k 29.07

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Strategy Day Hagan Ned (SSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Founders Financial Securities

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