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First Trust Value Line Dividend Indx Fnd shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth 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 Bravera Wealth 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 Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $76k 1.6k 47.03
2025-12-31 $74k 1.6k 46.08

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding First Trust Value Line Dividend Indx Fnd

LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Stifel Financial
Commonwealth Equity Services
Cetera Investment Advisers
HighTower Advisors
Ameriprise Financial
Cambridge Investment Research Advisors
Branch Banking & Trust Company
Baird Financial
Kestra Advisory Services

View all funds holding First Trust Value Line Dividend Indx Fnd