First Trust Value Line Dividend Indx Fnd shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $369k | 9.1k | 40.56 |
| 2023-09-30 | $361k | 9.6k | 37.39 |
| 2023-06-30 | $413k | 10k | 40.09 |
| 2023-03-31 | $399k | 9.9k | 40.16 |
| 2022-12-31 | $397k | 9.9k | 39.91 |
| 2022-09-30 | $356k | 9.9k | 35.81 |
| 2022-06-30 | $386k | 9.9k | 38.83 |
| 2022-03-31 | $415k | 9.8k | 42.28 |
| 2021-12-31 | $368k | 8.9k | 41.52 |
| 2021-09-30 | $379k | 9.1k | 41.63 |
| 2021-06-30 | $363k | 9.0k | 40.36 |
| 2021-03-31 | $363k | 9.4k | 38.65 |
| 2020-12-31 | $412k | 12k | 35.08 |
| 2020-09-30 | $503k | 15k | 32.82 |
| 2020-06-30 | $905k | 30k | 30.55 |
| 2020-03-31 | $818k | 28k | 29.28 |
| 2019-12-31 | $667k | 19k | 36.01 |
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