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First Trust Value Line Dividend Indx Fnd shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 24k 45.49
2024-06-30 $64M 1.0M 61.70
2024-03-31 $999k 24k 42.23
2023-09-30 $843k 23k 37.39
2023-06-30 $838k 21k 40.09
2023-03-31 $833k 21k 40.16

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View all positions for Strategic Financial Concepts

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