First Trust Advisors »

Vertex shares owned by First Trust Advisors

Quarter-by-quarter ownership of Vertex (VERX) shares owned by First Trust Advisors from 13F filings

Historical chart of First Trust Advisors investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by First Trust 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 Vertex by First Trust Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 258k 38.51
2024-03-31 $8.9M 280k 31.76
2023-09-30 $3.9M 170k 23.10
2023-06-30 $2.5M 127k 19.50
2023-03-31 $1.3M 62k 20.69
2022-12-31 $560k 39k 14.51
2020-12-31 $1.3M 38k 34.85