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First Trust Value Line Dividend Indx Fnd shares owned by SageGuard Financial Group

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by SageGuard Financial Group from 13F filings

Historical chart of SageGuard Financial Group 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 SageGuard Financial Group 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 SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 11k 46.08
2021-06-30 $2.1M 53k 39.77
2021-03-31 $2.1M 56k 37.90
2020-12-31 $1.9M 54k 34.98

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View all positions for SageGuard Financial Group

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