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First Trust Value Line Dividend Indx Fnd shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $784k 17k 45.49
2024-06-30 $777k 19k 40.75
2024-03-31 $4.5M 107k 42.23
2023-12-31 $5.0M 123k 40.56

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

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