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Stonehaven Wealth & Tax Solutions »

First Trust Value Line Dividend Indx Fnd shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.6M	99k	46.24
2025-06-30	$4.4M	99k	44.70
2025-03-31	$4.2M	95k	44.59
2024-12-31	$2.8M	63k	43.64

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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

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