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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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