Treasure Coast Financial Planning »

First Trust Value Line Dividend Indx Fnd shares owned by Treasure Coast Financial Planning

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

Historical chart of Treasure Coast Financial Planning 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 Treasure Coast Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Treasure Coast Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 101k 42.23
2023-12-31 $248k 6.1k 40.56
2023-09-30 $229k 6.1k 37.39
2023-06-30 $245k 6.1k 40.09
2023-03-31 $271k 6.8k 40.16
2022-12-31 $241k 6.0k 39.96

More positions owned by Treasure Coast Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Active Bd Etf (BOND)
Franklin Templeton Etf Tr Ftse Europe (FLEE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Spdr Ser Tr Portfli Tips Etf (SPIP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ssga Active Tr Spdr Dbleln Emrg (EMTL)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
First Tr Value Line Divid In SHS (FVD)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Treasure Coast Financial Planning

Top funds holding First Trust Value Line Dividend Indx Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Baird Financial
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company
Private Advisor
Kestra Advisory Services

View all funds holding First Trust Value Line Dividend Indx Fnd