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First Trust Value Line Dividend Indx Fnd shares owned by Intellus Advisors

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

Historical chart of Intellus Advisors 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 Intellus Advisors 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 Intellus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 605k 46.24
2025-06-30 $30M 660k 44.70
2025-03-31 $29M 648k 44.59

More positions owned by Intellus Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Gold Tr Ishares Ishares New (IAU)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jpmorgan U.s. Quality Factor Etf Us Qualty Fctr (JQUA)
American Century Quality Diversified International Etf Quality Divrsfed (QINT)
Hartford Multifactor Developed Markets Hartford Mlt Etf (RODM)
J P Morgan Etf Active Value Etf Active Value Etf (JAVA)
First Trust Value Line Dividend Index Fund SHS (FVD)
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)
Apple (AAPL)
Wheaton Precious Metals Corp (WPM)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Franco-Nevada Corporation (FNV)
JPMorgan Chase & Co. (JPM)

View all positions for Intellus Advisors

Top funds holding First Trust Value Line Dividend Indx Fnd

LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
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