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
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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 | $3.2M | 68k | 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 |
| 2024-12-31 | $3.5M | 79k | 43.64 |
| 2024-09-30 | $3.0M | 66k | 45.49 |
| 2024-06-30 | $2.6M | 65k | 40.75 |
| 2024-03-31 | $2.7M | 64k | 42.23 |
| 2023-12-31 | $2.8M | 69k | 40.56 |
| 2023-09-30 | $2.7M | 73k | 37.39 |
| 2023-06-30 | $2.7M | 66k | 40.09 |
| 2023-03-31 | $2.9M | 73k | 40.16 |
| 2022-12-31 | $2.5M | 62k | 39.91 |
| 2022-09-30 | $2.2M | 61k | 35.79 |
| 2022-06-30 | $2.2M | 57k | 38.81 |
| 2022-03-31 | $2.2M | 52k | 42.30 |
| 2021-12-31 | $2.0M | 46k | 43.04 |
| 2021-09-30 | $1.3M | 33k | 39.20 |
| 2021-06-30 | $1.4M | 35k | 39.77 |
| 2021-03-31 | $897k | 24k | 37.98 |
| 2020-12-31 | $707k | 20k | 35.07 |
| 2020-09-30 | $540k | 17k | 31.46 |
| 2020-06-30 | $345k | 11k | 30.32 |
| 2020-03-31 | $386k | 14k | 27.68 |
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