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First Trust Value Line Dividend Indx Fnd shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $486k 10k 47.03

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View all positions for Peak Planning Group

Top funds holding First Trust Value Line Dividend Indx Fnd

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Ameriprise Financial
Cambridge Investment Research Advisors
Branch Banking & Trust Company
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View all funds holding First Trust Value Line Dividend Indx Fnd