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First Trust Value Line Dividend Indx Fnd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 244k 47.01
2025-12-31 $12M 252k 46.08
2025-09-30 $582k 13k 46.24
2025-06-30 $527k 12k 44.70
2025-03-31 $541k 12k 44.59
2024-12-31 $495k 11k 43.64
2024-09-30 $502k 11k 45.49
2024-06-30 $515k 13k 40.75
2024-03-31 $542k 13k 42.23
2023-12-31 $554k 14k 40.56
2023-09-30 $538k 14k 37.39
2023-06-30 $611k 15k 40.09
2023-03-31 $651k 16k 40.16
2022-12-31 $891k 22k 39.91
2022-09-30 $990k 28k 35.77
2022-06-30 $1.2M 30k 38.82
2022-03-31 $1.4M 32k 42.30
2021-12-31 $1.4M 32k 43.03
2021-09-30 $1.5M 40k 39.21
2021-06-30 $1.7M 42k 39.78
2021-03-31 $1.6M 42k 37.99
2020-12-31 $1.5M 43k 35.06
2020-09-30 $1.4M 43k 31.45
2020-06-30 $1.7M 56k 30.33
2020-03-31 $1.6M 58k 27.69
2019-12-31 $1.9M 54k 36.04
2019-09-30 $2.0M 56k 34.87
2019-06-30 $1.9M 57k 33.74
2019-03-31 $1.9M 59k 32.47
2018-12-31 $1.9M 64k 29.08
2018-09-30 $2.1M 65k 31.64
2018-06-30 $2.4M 79k 30.28
2018-03-31 $3.1M 104k 29.89
2017-12-31 $4.1M 133k 30.93
2017-09-30 $4.7M 159k 29.75
2017-06-30 $4.7M 161k 29.25

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Stifel Financial
Commonwealth Equity Services
Cetera Investment Advisers
HighTower Advisors
Branch Banking & Trust Company
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd