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First Trust Value Line Dividend Indx Fnd shares owned by True Capital Management

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

Historical chart of True Capital Management 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 True Capital Management 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 True Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.2M 30k 40.16
2022-12-31 $1.2M 31k 39.91

More positions owned by True Capital Management

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Coinbase Global Com Cl A (COIN)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Capital Management

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