Marshall Investment Management »

First Trust Value Line Dividend Indx Fnd shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management 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 Marshall Investment Management 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 62k 46.24
2025-06-30 $1.9M 43k 44.70
2025-03-31 $7.0M 158k 44.59

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

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