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First Trust Value Line Dividend Indx Fnd shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 51k 47.03
2025-12-31 $2.4M 53k 46.08
2025-06-30 $2.5M 55k 44.70
2025-03-31 $2.7M 60k 44.59
2024-12-31 $709k 16k 43.64

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Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd