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First Trust Value Line Dividend Indx Fnd shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $303k 7.2k 42.23
2023-12-31 $247k 6.1k 40.56
2023-06-30 $208k 5.2k 40.09

More positions owned by Core Wealth Partners

Rockwell Automation (ROK)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Skyworks Solutions (SWKS)
Ametek (AME)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Short Treas Bd (SHV)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

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
Advisor Group Holdings
Baird Financial
HighTower Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd