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First Trust Value Line Dividend Indx Fnd shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $728k 20k 37.39
2023-06-30 $21k 529 40.09
2023-03-31 $21k 529 40.16
2022-12-31 $1.4M 35k 40.90
2022-09-30 $1.6M 38k 40.68
2022-03-31 $1.5M 39k 39.55

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View all positions for WealthPlan Investment Management

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd