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First Trust Value Line Dividend Indx Fnd shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 74k 47.03
2025-09-30 $3.3M 72k 46.24
2025-06-30 $3.1M 70k 44.70
2025-03-31 $3.5M 78k 44.59

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View all positions for Independent Financial Group

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd