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First Trust Value Line Dividend Indx Fnd shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 4.8k 46.24
2025-06-30 $216k 4.8k 44.70
2025-03-31 $215k 4.8k 44.59

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View all positions for Richards, Merrill & Peterson

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd