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First Trust Value Line Dividend Indx Fnd shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth 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 Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.0M 27k 38.80
2022-03-31 $1.1M 26k 42.30
2021-12-31 $1.2M 27k 43.02

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Envestnet Asset Management
International Assets Investment Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd