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First Trust Value Line Dividend Indx Fnd shares owned by Fonville Wealth Management

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

Historical chart of Fonville Wealth Management 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 Fonville Wealth Management 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 Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 26k 42.23
2023-12-31 $949k 23k 40.56

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Fonville Wealth Management

Top funds holding First Trust Value Line Dividend Indx Fnd

Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Commonwealth Equity Services
Stifel Financial
Baird Financial
HighTower Advisors
Cambridge Investment Research Advisors
Branch Banking & Trust Company
Private Advisor
Kestra Advisory Services

View all funds holding First Trust Value Line Dividend Indx Fnd