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First Trust Value Line Dividend Indx Fnd shares owned by Morey & Quinn Wealth Partners

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

Historical chart of Morey & Quinn 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 Morey & Quinn 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 Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 80k 46.24
2025-06-30 $3.8M 84k 44.70

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
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Microsoft Corporation (MSFT)
Ftai Aviation SHS (FTAI)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Union Pacific Corporation (UNP)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Growth (JGRO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Allstate Corporation (ALL)
Wal-Mart Stores (WMT)

View all positions for Morey & Quinn Wealth Partners

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