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First Trust Value Line Dividend Indx Fnd shares owned by Moment Partners

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

Historical chart of Moment Partners 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 Moment Partners 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 Moment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 140k 46.24
2025-06-30 $6.2M 139k 44.70
2025-03-31 $6.2M 139k 44.59

More positions owned by Moment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Intrmd (SPIB)
First Tr Exchange-traded SHS (FVD)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Moment Partners

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