First Trust Value Line Dividend Indx Fnd shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in First Trust Value Line Dividend Indx Fnd
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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 10k | 46.24 |
| 2025-06-30 | $454k | 10k | 44.70 |
| 2025-03-31 | $460k | 10k | 44.59 |
| 2024-12-31 | $521k | 12k | 43.64 |
| 2024-09-30 | $543k | 12k | 45.49 |
| 2024-06-30 | $535k | 13k | 40.75 |
| 2024-03-31 | $595k | 14k | 42.23 |
| 2023-12-31 | $595k | 15k | 40.56 |
| 2023-09-30 | $548k | 15k | 37.39 |
| 2023-06-30 | $669k | 17k | 40.09 |
| 2023-03-31 | $714k | 18k | 40.16 |
| 2022-12-31 | $638k | 16k | 39.91 |
| 2022-09-30 | $482k | 14k | 35.79 |
| 2022-06-30 | $528k | 14k | 38.81 |
| 2022-03-31 | $604k | 14k | 42.30 |
| 2021-12-31 | $630k | 15k | 43.04 |
| 2021-09-30 | $884k | 23k | 39.20 |
| 2021-06-30 | $945k | 24k | 39.77 |
| 2020-06-30 | $447k | 15k | 30.32 |
| 2020-03-31 | $3.5M | 126k | 27.68 |
| 2019-12-31 | $4.4M | 123k | 36.03 |
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