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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
2024-06-30 $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 World Inf Tech Etf (VGT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Semicndctr (XSD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard World Consum Dis Etf (VCR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Wellington Us Quality (VFQY)
Select Sector Spdr Tr Technology (XLK)
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
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
Raymond James & Associates
International Assets Investment Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company

View all funds holding First Trust Value Line Dividend Indx Fnd