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First Trust Value Line Dividend Indx Fnd shares owned by Pacific Sun Financial Corp

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Pacific Sun Financial Corp from 13F filings

Historical chart of Pacific Sun Financial Corp 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 Pacific Sun Financial Corp 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 Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 50k 45.49
2024-06-30 $2.1M 51k 40.75
2024-03-31 $2.2M 51k 42.23
2023-12-31 $2.1M 52k 40.56
2023-09-30 $2.0M 52k 37.39
2023-06-30 $2.1M 52k 40.16
2022-12-31 $2.1M 52k 39.91
2022-09-30 $2.0M 56k 35.79
2022-06-30 $2.1M 55k 38.82
2022-03-31 $2.3M 55k 42.30
2021-12-31 $2.3M 54k 43.04
2021-09-30 $2.1M 54k 39.21
2020-09-30 $1.7M 53k 31.47
2020-06-30 $1.6M 54k 30.31
2020-03-31 $1.4M 51k 27.67
2019-12-31 $1.8M 50k 36.02
2019-09-30 $1.8M 51k 34.88
2019-06-30 $1.7M 50k 33.73
2018-06-30 $1.5M 49k 31.54
2018-03-31 $1.4M 49k 29.88

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Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd