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

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

Historical chart of Troutman 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 Troutman 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 Troutman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 58k 47.03

More positions owned by Troutman Wealth Management

Capital Grp Fixed Incm Etf T Comm (CGCP)
Vanguard Bd Index Fds Comm (BND)
Vanguard Whitehall Fds Comm (VYMI)
Capital Group Intl Focus Eqt Comm (CGXU)
Capital Group Growth Etf Comm (CGGR)
Capital Group Conservative E Comm (CGCV)
Capital Grp Fixed Incm Etf T Comm (CGMS)
Spdr Series Trust Comm (SPTS)
Vanguard Index Fds Comm (VTV)
J P Morgan Exchange Traded F Comm (JEPI)
Vanguard Index Fds Comm (VUG)
Vanguard Bd Index Fds Comm (BLV)
First Tr Exchange-traded A Comm (FYX)
American Centy Etf Tr Comm (AVUV)
First Tr Exchange-traded Comm (FVD)

View all positions for Troutman Wealth Management

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd