First Trust Value Line Dividend Indx Fnd shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Value Line Dividend Indx Fnd
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Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 6.3k | 45.49 |
| 2024-06-30 | $241k | 5.9k | 40.75 |
| 2024-03-31 | $263k | 6.2k | 42.23 |
| 2023-12-31 | $369k | 9.1k | 40.56 |
| 2023-09-30 | $509k | 14k | 37.39 |
| 2023-06-30 | $513k | 13k | 40.09 |
| 2023-03-31 | $379k | 9.4k | 40.16 |
| 2022-12-31 | $535k | 13k | 39.91 |
| 2022-09-30 | $523k | 15k | 35.77 |
| 2022-06-30 | $1.1M | 29k | 38.83 |
| 2022-03-31 | $1.3M | 30k | 43.04 |
| 2021-12-31 | $1.3M | 30k | 43.04 |
Top funds holding First Trust Value Line Dividend Indx Fnd
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