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First Trust Value Line Dividend Indx Fnd shares owned by SWAN Capital

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

Historical chart of SWAN Capital 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 SWAN Capital 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 234 46.24
2025-06-30 $11k 234 44.70
2025-03-31 $10k 234 44.59

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd