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First Trust Value Line Dividend Indx Fnd shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 4.9k 42.23
2023-12-31 $435k 11k 40.56
2023-09-30 $536k 14k 37.39
2023-06-30 $520k 13k 40.09
2023-03-31 $526k 13k 40.16
2022-12-31 $442k 11k 39.91
2022-09-30 $403k 11k 35.77
2022-06-30 $439k 11k 38.83
2022-03-31 $485k 12k 42.29
2021-09-30 $434k 11k 39.17
2021-06-30 $321k 8.0k 39.92
2021-03-31 $409k 11k 38.02
2020-12-31 $356k 10k 35.09
2020-09-30 $390k 12k 31.43
2020-06-30 $355k 12k 30.34
2020-03-31 $317k 12k 27.65
2019-12-31 $491k 14k 36.00

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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