First Trust Value Line Dividend Indx Fnd shares owned by Higgins & Schmidt Wealth Strategies
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Higgins & Schmidt Wealth Strategies
from 13F filings
Historical chart of Higgins & Schmidt Wealth Strategies investment in First Trust Value Line Dividend Indx Fnd
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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Higgins & Schmidt Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 123k | 46.24 |
| 2025-06-30 | $5.5M | 124k | 44.70 |
| 2025-03-31 | $7.0M | 156k | 44.59 |
| 2024-12-31 | $7.0M | 161k | 43.64 |
| 2024-09-30 | $15M | 324k | 45.49 |
| 2024-06-30 | $13M | 318k | 40.75 |
| 2024-03-31 | $14M | 319k | 42.23 |
| 2023-12-31 | $13M | 318k | 40.56 |
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