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First Trust Value Line Dividend Indx Fnd shares owned by Rubicon Advisors, GP

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Rubicon Advisors, GP from 13F filings

Historical chart of Rubicon Advisors, GP 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 Rubicon Advisors, GP 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 Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 37k 46.08

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View all positions for Rubicon Advisors, GP

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd