First Trust Value Line Dividend Indx Fnd shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in First Trust Value Line Dividend Indx Fnd
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 26k | 45.49 |
2024-06-30 | $1.0M | 26k | 40.75 |
2024-03-31 | $1.1M | 25k | 42.23 |
2023-12-31 | $837k | 21k | 40.56 |
2023-09-30 | $243k | 6.5k | 37.39 |
2022-06-30 | $72k | 1.9k | 38.54 |
2022-03-31 | $79k | 1.9k | 42.34 |
2021-12-31 | $107k | 2.5k | 43.04 |
2021-09-30 | $181k | 4.6k | 39.28 |
2021-06-30 | $183k | 4.6k | 39.78 |
2021-03-31 | $174k | 4.6k | 37.90 |
2020-12-31 | $161k | 4.6k | 35.13 |
2020-09-30 | $81k | 2.6k | 31.60 |
2020-06-30 | $78k | 2.6k | 30.43 |
2020-03-31 | $132k | 4.8k | 27.66 |
2019-12-31 | $280k | 7.8k | 36.04 |
2019-09-30 | $308k | 8.8k | 34.91 |
2019-06-30 | $312k | 9.2k | 33.92 |
2019-03-31 | $299k | 9.2k | 32.51 |
2018-12-31 | $254k | 8.7k | 29.05 |
2018-09-30 | $293k | 9.3k | 31.64 |
2018-06-30 | $37k | 1.2k | 30.43 |
2018-03-31 | $559k | 19k | 29.34 |
2017-12-31 | $585k | 19k | 31.18 |
2017-09-30 | $520k | 17k | 29.88 |
2017-06-30 | $500k | 17k | 29.04 |
2017-03-31 | $384k | 13k | 28.92 |
2016-12-31 | $127k | 4.5k | 28.14 |
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