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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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