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First Trust Value Line Dividend Indx Fnd shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment Advisors 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 Mount Yale Investment Advisors 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 71k 46.08
2025-09-30 $4.8M 104k 46.24
2022-09-30 $258k 7.2k 35.77