First Trust Value Line Dividend Indx Fnd shares owned by Merit Financial Group
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in First Trust Value Line Dividend Indx Fnd
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All positions including First Trust Value Line Dividend Indx Fnd held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 263k | 46.09 |
| 2025-09-30 | $1.2M | 26k | 46.25 |
| 2025-06-30 | $378k | 8.5k | 44.70 |
| 2025-03-31 | $369k | 8.3k | 44.59 |
| 2024-12-31 | $401k | 9.2k | 43.64 |
| 2024-09-30 | $500k | 11k | 45.49 |
| 2024-03-31 | $552k | 13k | 41.15 |
| 2023-12-31 | $801k | 20k | 40.56 |
| 2023-09-30 | $2.1M | 55k | 37.39 |
| 2023-06-30 | $3.1M | 77k | 40.09 |
| 2023-03-31 | $1.6M | 41k | 40.16 |
| 2022-12-31 | $1.7M | 42k | 39.91 |
| 2022-09-30 | $1.6M | 44k | 35.79 |
| 2022-06-30 | $237k | 6.1k | 38.73 |
| 2019-09-30 | $2.9M | 84k | 34.87 |
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