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First Trust Value Line Dividend Indx Fnd shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.1M 218k 37.39
2023-06-30 $8.0M 199k 40.09
2023-03-31 $12M 302k 40.16
2022-12-31 $13M 318k 39.91
2022-09-30 $11M 318k 35.79
2022-06-30 $15M 390k 38.81
2022-03-31 $17M 390k 42.30
2021-12-31 $18M 420k 42.81
2021-09-30 $16M 3.4M 4.74
2021-06-30 $19M 476k 39.77
2021-03-31 $21M 541k 37.98
2020-12-31 $18M 525k 35.07