LifePlan Financial »

First Trust Value Line Dividend Indx Fnd shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $3.1M 99k 31.46
2020-06-30 $3.0M 99k 30.32
2020-03-31 $2.9M 104k 27.68
2019-12-31 $3.7M 104k 36.03
2019-09-30 $3.6M 104k 34.87
2019-06-30 $3.6M 106k 33.74
2019-03-31 $3.4M 104k 32.47
2018-12-31 $2.9M 91k 31.64
2018-09-30 $2.9M 91k 31.64
2018-06-30 $2.7M 90k 30.28
2018-03-31 $2.5M 85k 29.89
2017-12-31 $2.6M 87k 29.75
2017-09-30 $2.6M 87k 29.75
2017-06-30 $2.4M 84k 29.25
2017-03-31 $2.4M 82k 29.00
2016-12-31 $1.9M 69k 28.03
2016-09-30 $1.7M 64k 27.01
2016-06-30 $1.5M 56k 26.96
2016-03-31 $1.4M 53k 25.74
2015-12-31 $1.3M 53k 23.88
2015-09-30 $1.1M 50k 22.79
2015-06-30 $1.2M 51k 23.37
2015-03-31 $1.1M 47k 24.09
2014-12-31 $1.1M 47k 24.17
2014-09-30 $1.1M 48k 22.45
2014-06-30 $1.1M 48k 22.88
2014-03-31 $959k 44k 21.88
2013-12-31 $680k 32k 21.39
2013-09-30 $638k 32k 20.07

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd