Compass Wealth Management LLC bought a new position in First Trust Value Line Dividend Index Fund in the 4th quarter valued at approximately $35,000.

Source: https://www.etfdailynews.com/2023/04/02/first-trust-value-line-dividend-index-fund-nysearcafvd-shares-up-1-1/

First, the HEQT ETF will own equity exposure, for example, via the iShares S&P 500 Index Fund ().

Source: https://seekingalpha.com/article/4639480-heqt-designed-for-conservative-investors?source=feed_all_articles

First Trust Morningstar Dividend Leaders Index Fund, seeks investment results that correspond generally to the price and yield of an equity index called the Morningstar Dividend Leaders Index (the Index).

Source: https://www.etfdailynews.com/2023/03/18/b-riley-wealth-advisors-inc-buys-2615-shares-of-first-trust-morningstar-dividend-leaders-index-nysearcafdl/

First Trust NYSE Arca Biotechnology Index Fund historically performed well, and beat the returns of S&P 500, banking on the rise of biotechnology stocks.

Source: https://seekingalpha.com/article/4608411-fbt-cef-no-great-prospects-despite-huge-price-gain-past-year?source=feed_all_articles

Nations Financial Group Inc. IA ADV grew its holdings in FlexShares Credit-Scored US Corporate Bond Index Fund by 107.9% in the first quarter.

Source: https://www.dailypolitical.com/2023/08/13/flexshares-credit-scored-us-corporate-bond-index-fund-nasdaqskor-sees-large-increase-in-short-interest.html

Notably, a global proxy for shares - Vanguard Total World Stock Index Fund () - is slightly ahead of US stocks (

Source: https://seekingalpha.com/article/4578359-foreign-stocks-hot-again-will-it-last?source=feed_all_articles