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First Trust Value Line Dividend Indx Fnd shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 53k 42.23
2023-12-31 $2.5M 61k 40.56
2023-09-30 $2.7M 73k 37.39
2020-12-31 $674k 19k 35.09

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Ishares Tr Short Treas Bd (SHV)
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Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Us Vlu (IUSV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr K1 Fre Crd Oil (OILK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Bridge Advisory

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