WCG Wealth Advisors »

First Trust Value Line Dividend Indx Fnd shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 45k 45.49
2024-06-30 $2.1M 51k 40.74
2024-03-31 $2.3M 54k 42.22
2023-12-31 $2.3M 58k 40.56
2023-09-30 $2.6M 70k 37.38
2023-06-30 $2.6M 66k 40.09
2023-03-31 $2.7M 68k 40.16
2022-12-31 $2.7M 69k 39.91
2022-09-30 $2.6M 73k 35.79
2022-06-30 $3.6M 119k 30.34