First Trust Value Line Dividend Indx Fnd shares owned by Root Financial Partners
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners 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 Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $630k | 14k | 45.49 |
| 2024-06-30 | $648k | 16k | 40.75 |
| 2024-03-31 | $731k | 17k | 42.23 |
| 2023-12-31 | $1.0M | 26k | 40.56 |
| 2023-09-30 | $1.0M | 27k | 37.39 |
| 2023-06-30 | $1.1M | 26k | 40.09 |
| 2023-03-31 | $1.1M | 28k | 40.16 |
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