First Trust Value Line Dividend Indx Fnd shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in First Trust Value Line Dividend Indx Fnd
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $277k | 6.1k | 45.49 |
2024-06-30 | $248k | 6.1k | 40.75 |
2024-03-31 | $257k | 6.1k | 42.23 |
2023-12-31 | $232k | 5.7k | 40.56 |
2023-09-30 | $217k | 5.8k | 37.39 |
2023-06-30 | $232k | 5.8k | 40.09 |
2023-03-31 | $239k | 5.9k | 40.16 |
2022-12-31 | $237k | 5.9k | 39.91 |
2022-09-30 | $212k | 5.9k | 35.66 |
2022-06-30 | $293k | 7.6k | 38.75 |
2022-03-31 | $320k | 7.6k | 42.32 |
2021-12-31 | $332k | 7.7k | 43.06 |
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