Want to track FVD and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
First Trust Value Line Dividend Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 37,292 | $1.54M | $1.83M | $289,610.91 | 18.82% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,600 | $105,456 | $127,491 | $22,035 | 20.89% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 200 | $9,216 | $9,807 | $591 | 6.41% |
| CE Curtis Ellergodt Rothschild Investment LLC | 356 | $16,404 | $17,456.46 | $1,052.46 | 6.42% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,434 | $238,814.78 | $265,396.56 | $26,581.78 | 11.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 495,155 | $20.12M | $24.26M | $4.13M | 20.55% |
| ME Matthew Ellis Planning Directions Inc | 8,966 | $279,274.07 | $439,647.81 | $160,373.74 | 57.43% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 45,171 | $2.02M | $2.21M | $195,816.28 | 9.7% |
| KK Kent Keister Kaye Capital Management | 268,684 | $10.73M | $13.16M | $2.44M | 22.7% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 90,029 | $3.54M | $4.4M | $861,620.22 | 24.32% |
 Chilton Investment Chilton Investment Co Inc. | 15,760 | $704,472 | $772,161.2 | $67,689.2 | 9.61% |
 Christian McGill CFC Planning Co. LLC | 4,877 | $212,832 | $238,875.46 | $26,043.46 | 12.24% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,406 | $1.89M | $2.22M | $338,722.4 | 17.97% |
| YA Yinka Akinsola Blue Trust Inc. | 10,908 | $427,394.38 | $534,873.78 | $107,479.4 | 25.15% |
 Jeff Ameen Spire Wealth Management | 31,549 | $1.28M | $1.54M | $259,406.76 | 20.2% |
 Daren Blonski Fermata Advisors LLC | 10,255 | $471,642.61 | $502,853.92 | $31,211.31 | 6.62% |
 Kyle P. Smith NewEdge Wealth LLC | 22,367 | $969,118.22 | $1.1M | $127,647.62 | 13.17% |
 John Ledford FWG Holdings LLC | 41,272 | $1.53M | $2.02M | $497,480.25 | 32.59% |
 John Mezzasalma Mezzasalma Advisors LLC | 12,988 | $567,196.82 | $636,866.58 | $69,669.76 | 12.28% |
| SL Shad Lamm Keystone Wealth Services LLC | 11,621 | $546,535.63 | $569,429 | $22,893.37 | 4.19% |
