Weitzel Financial Services »

First Trust Value Line Dividend Indx Fnd shares owned by Weitzel Financial Services

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

Historical chart of Weitzel Financial Services 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 Weitzel Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Value Line Dividend Indx Fnd by Weitzel Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 7.1k 40.78
2023-09-30 $277k 7.5k 36.76
2023-06-30 $300k 7.5k 40.09
2023-03-31 $275k 6.8k 40.21
2022-12-31 $252k 6.3k 39.91
2022-09-30 $261k 7.3k 35.79
2022-06-30 $283k 7.3k 38.81
2022-03-31 $213k 5.0k 42.30
2021-12-31 $209k 4.9k 43.04
2020-12-31 $206k 5.8k 35.75

More positions owned by Weitzel Financial Services

Spdr Portfolio S P 1500 Cmpst St Etf Prtflo S&p500 Vl (SPTM)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Total Internatlbnd Etf Iv Total Int Bd Etf (BNDX)
Frst Trt Low Dtn Opnts Etf Iv Fst Low Oppt Eft (LMBS)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB)
Ishrs Core Mod Allo Modert Alloc Etf (AOM)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Ft Rising Dividend Achievers Etf Iv Rising Divd Achiv (RDVY)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Consumer Staples Etf Consum Stp Etf (VDC)
Deere & Company (DE)
First Trust Enhanced Short Mtrty Etf First Tr Enh New (FTSM)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)

View all positions for Weitzel Financial Services

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