Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds holding
in top 10 		Growth Growth % Return since
31 Mar ‘20
2001
12 -2 -14% 218%
2002
18 -3 -14% 344%
2003
24 -4 -14% 40.7%
FVD icon
2004
First Trust Value Line Dividend Fund
FVD
$8.78B
35 -6 -15% 80.9%
2005
122 -22 -15% 37%
2006
11 -2 -15% 188%
2007
11 -2 -15% 151%
2008
11 -2 -15% 83.5%
2009
22 -4 -15% 65.8%
2010
54 -10 -16% 1,248%
SCHM icon
2011
Schwab US Mid-Cap ETF
SCHM
$13.4B
70 -13 -16% 134%
2012
16 -3 -16% 202%
2013
16 -3 -16% 81.6%
2014
48 -9 -16% 118%
2015
188 -36 -16% 97.1%
2016
5 -1 -17% 19.2%
2017
5 -1 -17% 10.7%
2018
5 -1 -17% 196%
2019
5 -1 -17% 469%
2020
5 -1 -17% 10.4%
2021
5 -1 -17% 84.8%
2022
5 -1 -17% 115%
2023
5 -1 -17% 89.4%
2024
5 -1 -17% 12.5%
2025
5 -1 -17% 45%
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