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First Trust Value Line Dividend Indx Fnd shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0M 183k 43.64
2024-09-30 $6.7M 147k 45.49
2024-06-30 $225k 5.5k 40.75

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Church & Dwight (CHD)
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JPMorgan Chase & Co. (JPM)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
Ameriprise Financial
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Envestnet Asset Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
Jpmorgan Chase & Co

View all funds holding First Trust Value Line Dividend Indx Fnd