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First Trust Value Line Dividend Indx Fnd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $439k 10k 42.23
2023-12-31 $337k 8.3k 40.56
2023-09-30 $310k 8.3k 37.39
2023-06-30 $333k 8.3k 40.09

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Top funds holding First Trust Value Line Dividend Indx Fnd

Wells Fargo & Company
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Raymond James Financial Services Advisors
Royal Bank of Canada
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Stifel Financial
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