4Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

4Wealth Advisors’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$843K	Buy	17,818 +1,569	+10%	+$77.9K	0.58%	50
2026 Q2	$787K	Buy	16,249 +549	+3%	+$26.2K	0.6%	52
2026 Q1	$732K	Buy	15,700 +277	+2%	+$13.3K	0.63%	49
2025 Q4	$711K	Buy	15,423 +855	+6%	+$39.3K	0.61%	57
2025 Q3	$674K	Buy	14,568 +612	+4%	+$28K	0.6%	56
2025 Q2	$624K	Buy	13,956 +270	+2%	+$11.9K	0.63%	53
2025 Q1	$610K	Buy	13,686 +1,876	+16%	+$83.4K	0.67%	45
2024 Q4	$515K	Buy	+11,810	New	+$534K	0.52%	67

Other funds holding FVD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

4Wealth Advisors's FVD Position: Q3 2026 in Review

4Wealth Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 9.7% in Q3 2026, buying an estimated $77.9K and bringing the position to 17,818 shares worth $843K. The position accounts for 0.58% of the portfolio, ranked #50.

4Wealth Advisors first reported a position in FVD in Q4 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

4Wealth Advisors held 17,818 shares of First Trust Value Line Dividend Fund worth $843K as of Q3 2026.
4Wealth Advisors bought 1,569 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $77.9K.
First Trust Value Line Dividend Fund made up 0.58% of 4Wealth Advisors's portfolio in Q3 2026, its #50 holding.
4Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.