First Trust Value Line Dividend Indx Fnd shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in First Trust Value Line Dividend Indx Fnd
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All positions including First Trust Value Line Dividend Indx Fnd held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 78k | 46.24 |
| 2025-06-30 | $4.2M | 95k | 44.70 |
| 2023-12-31 | $273k | 6.7k | 40.56 |
| 2023-09-30 | $264k | 7.0k | 37.39 |
| 2023-06-30 | $22M | 537k | 40.09 |
| 2023-03-31 | $21M | 526k | 40.16 |
| 2022-12-31 | $21M | 521k | 39.91 |
| 2022-09-30 | $20M | 553k | 35.79 |
| 2022-06-30 | $21M | 552k | 38.81 |
| 2022-03-31 | $24M | 569k | 42.30 |
| 2021-12-31 | $24M | 555k | 43.04 |
| 2021-09-30 | $21M | 531k | 39.20 |
| 2021-06-30 | $21M | 517k | 39.77 |
| 2021-03-31 | $21M | 542k | 37.98 |
| 2020-12-31 | $19M | 529k | 35.07 |
| 2020-09-30 | $17M | 536k | 31.46 |
| 2020-06-30 | $15M | 501k | 30.32 |
| 2020-03-31 | $2.5M | 89k | 27.68 |
| 2019-12-31 | $1.9M | 52k | 36.03 |
| 2019-09-30 | $1.6M | 45k | 34.87 |
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