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First Trust Value Line Dividend Indx Fnd shares owned by Hobart Private Capital

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

Historical chart of Hobart Private Capital 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 Hobart Private Capital 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 Hobart Private Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 241k 45.49
2024-06-30 $9.2M 226k 40.75
2024-03-31 $16M 370k 42.23
2023-12-31 $12M 299k 40.56
2018-03-31 $494k 17k 29.89
2017-12-31 $524k 17k 30.86

More positions owned by Hobart Private Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Wellington Us Quality (VFQY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Consum Dis Etf (VCR)
First Tr Value Line Divid In SHS (FVD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&p Semicndctr (XSD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Hobart Private Capital

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Envestnet Asset Management
International Assets Investment Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd