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First Trust Value Line Dividend Indx Fnd shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of First Trust Value Line Dividend Indx Fnd (FVD) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors 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 Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $811k 18k 45.49
2024-06-30 $807k 19k 42.23
2024-03-31 $767k 19k 40.13
2023-12-31 $800k 20k 40.55

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding First Trust Value Line Dividend Indx Fnd

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

View all funds holding First Trust Value Line Dividend Indx Fnd