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First Trust Value Line Dividend Indx Fnd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 170k 42.23
2023-12-31 $5.6M 139k 40.56

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View all positions for Concurrent Investment 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