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First Trust Value Line Dividend Indx Fnd shares owned by Global Retirement Partners

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 55k 42.23
2023-12-31 $2.2M 55k 40.12
2023-09-30 $1.8M 48k 36.85
2023-06-30 $1.6M 41k 40.09
2023-03-31 $1.6M 39k 40.23
2022-12-31 $1.3M 32k 39.91
2022-09-30 $1.3M 33k 38.77
2022-06-30 $553k 14k 38.81
2022-03-31 $749k 19k 40.36
2021-09-30 $646k 17k 39.20
2021-06-30 $775k 20k 39.75
2021-03-31 $1.6M 42k 37.97
2020-12-31 $1.4M 41k 35.07
2020-09-30 $1.3M 40k 31.46
2020-06-30 $1.2M 41k 30.33
2020-03-31 $1.3M 47k 27.67
2019-12-31 $1.4M 39k 36.02
2019-09-30 $1.1M 31k 34.88
2019-06-30 $165k 4.9k 33.68
2019-03-31 $67k 2.1k 32.38
2018-12-31 $39k 1.3k 29.24
2018-09-30 $42k 1.3k 31.48
2018-06-30 $40k 1.3k 29.99
2018-03-31 $40k 1.3k 29.99
2017-12-31 $60k 1.9k 30.79
2017-09-30 $78k 2.6k 29.74
2017-06-30 $57k 1.9k 29.29
2017-03-31 $56k 1.9k 28.82
2016-12-31 $45k 1.6k 28.18

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

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