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

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

Historical chart of Clarus 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 Clarus Wealth Advisors 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 Clarus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $702k 17k 40.95
2023-12-31 $692k 17k 40.07
2023-06-30 $682k 17k 39.62
2023-03-31 $707k 18k 40.29
2022-12-31 $986k 24k 40.78
2022-09-30 $749k 21k 35.87
2022-06-30 $788k 20k 38.84
2022-03-31 $865k 20k 42.34
2021-12-31 $844k 20k 42.93
2021-09-30 $672k 17k 39.74
2021-06-30 $687k 17k 40.35
2021-03-31 $660k 17k 38.54
2020-12-31 $588k 17k 35.49
2020-09-30 $533k 17k 32.14
2020-06-30 $521k 17k 30.37
2020-03-31 $435k 17k 26.27
2019-12-31 $728k 20k 35.92
2019-09-30 $758k 22k 34.86
2019-06-30 $664k 20k 33.73
2019-03-31 $143k 4.4k 32.52
2018-12-31 $173k 5.5k 31.71
2018-09-30 $173k 5.5k 31.71
2018-06-30 $273k 9.1k 29.90
2018-03-31 $273k 9.1k 29.90
2017-12-31 $259k 8.4k 30.84

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Pacer Fds Tr Emrg Mkt Cash (ECOW)
Select Sector Spdr Tr Technology (XLK)
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Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Clarus Wealth Advisors

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Raymond James & Associates
Envestnet Asset Management
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
Advisor Group Holdings
Baird Financial

View all funds holding First Trust Value Line Dividend Indx Fnd