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First Trust Value Line Dividend Indx Fnd shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 5.2k 46.08

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd