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First Trust Value Line Dividend Indx Fnd shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in First Trust Value Line Dividend Indx Fnd

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All positions including First Trust Value Line Dividend Indx Fnd held by Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 650 46.24
2025-06-30 $29k 650 44.70
2025-03-31 $29k 650 44.59

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View all positions for Consultiva Wealth Management, Corp.

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Cetera Investment Advisers
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd