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First Trust Value Line Dividend Indx Fnd shares owned by Creative Financial Designs

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 75k 42.23
2023-12-31 $2.7M 66k 40.56
2023-09-30 $2.7M 72k 37.39
2023-06-30 $3.0M 75k 40.09
2023-03-31 $3.1M 76k 40.16
2022-12-31 $2.3M 57k 39.91
2022-09-30 $2.5M 69k 35.78
2022-06-30 $2.7M 68k 38.80
2022-03-31 $2.6M 62k 42.30
2021-12-31 $2.7M 63k 43.04
2021-09-30 $2.5M 63k 39.20
2021-06-30 $2.3M 58k 39.76
2021-03-31 $2.2M 57k 37.98
2020-12-31 $1.9M 54k 35.08
2020-09-30 $1.8M 57k 31.45
2020-06-30 $1.7M 55k 30.33
2020-03-31 $1.2M 45k 27.69
2019-12-31 $1.5M 42k 35.97
2019-09-30 $688k 20k 33.89
2019-06-30 $235k 6.9k 34.08
2019-03-31 $232k 7.2k 32.43
2018-12-31 $218k 7.5k 29.03
2018-09-30 $240k 7.6k 31.69
2018-06-30 $242k 8.0k 30.29
2018-03-31 $264k 8.8k 29.90
2017-12-31 $246k 8.0k 30.88
2017-09-30 $445k 15k 29.77
2017-06-30 $459k 16k 29.18
2017-03-31 $709k 25k 28.78
2016-12-31 $3.9M 137k 28.04

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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
Advisor Group Holdings
Baird Financial
HighTower Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd