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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

Tip: Access up to 7 years of quarterly data

All positions including First Trust Value Line Dividend Indx Fnd held by Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

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