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First Trust Value Line Dividend Indx Fnd shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 98k 45.49
2024-06-30 $4.2M 104k 40.75
2024-03-31 $6.1M 145k 42.23
2023-12-31 $4.6M 114k 40.56
2023-09-30 $8.8M 234k 37.39
2023-06-30 $7.9M 198k 40.09
2023-03-31 $14M 340k 40.16
2022-12-31 $14M 359k 39.91
2022-09-30 $21M 596k 35.79
2022-06-30 $24M 628k 38.81
2022-03-31 $26M 622k 42.30
2021-12-31 $12M 275k 43.04
2021-09-30 $10M 264k 39.20
2021-06-30 $17M 430k 39.77
2021-03-31 $17M 448k 37.98
2020-12-31 $14M 412k 35.07
2020-09-30 $11M 358k 31.46
2020-06-30 $11M 356k 30.32
2020-03-31 $9.5M 342k 27.68
2019-12-31 $15M 406k 36.03
2019-09-30 $13M 368k 34.87
2019-06-30 $11M 333k 33.74
2019-03-31 $13M 408k 32.47
2018-12-31 $7.2M 249k 29.08
2018-09-30 $6.8M 216k 31.64
2018-06-30 $8.3M 274k 30.28
2018-03-31 $7.9M 265k 29.89
2017-12-31 $9.9M 320k 30.86
2017-09-30 $9.1M 306k 29.75
2017-06-30 $6.8M 232k 29.25
2017-03-31 $6.4M 220k 29.01
2016-12-31 $4.9M 173k 28.03
2016-09-30 $2.2M 80k 27.00
2016-06-30 $852k 32k 26.96
2016-03-31 $837k 33k 25.72
2015-12-31 $606k 25k 23.87
2015-09-30 $546k 24k 22.78
2015-06-30 $674k 29k 23.38
2015-03-31 $678k 28k 24.10
2014-12-31 $380k 16k 24.15

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View all positions for Sigma Planning

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Envestnet Asset Management
International Assets Investment Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd