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First Trust Value Line Dividend Indx Fnd shares owned by Miramontes Capital

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

Historical chart of Miramontes Capital 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 Miramontes Capital 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 Miramontes Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $796k 17k 48.18
2026-03-31 $816k 17k 47.03
2025-12-31 $869k 19k 46.08

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Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Alphabet Cap Stk Cl A (GOOGL)
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Select Sector Spdr Tr St Str Util Etf (XLU)
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Microsoft Corporation (MSFT)
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Palantir Technologies Cl A (PLTR)

View all positions for Miramontes Capital

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd