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First Trust Value Line Dividend Indx Fnd shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $18M 375k 48.18

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Ishares Gold Tr Ishares New (IAU)
Targa Res Corp (TRGP)
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View all positions for Excelsior Advisor Network

Top funds holding First Trust Value Line Dividend Indx Fnd

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Envestnet Asset Management
UBS Group
Stifel Financial
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Branch Banking & Trust Company
Cambridge Investment Research Advisors

View all funds holding First Trust Value Line Dividend Indx Fnd