Superior Planning, LLC’s First Trust Value Line Dividend Fund FVD Stock Holding History

Superior Planning, LLC’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	$5.36K	Buy	+114	New	+$5.66K	﹤0.01%	1178

Other funds holding FVD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Superior Planning, LLC's FVD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2026: 114 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings.

497 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

Superior Planning, LLC held 114 shares of First Trust Value Line Dividend Fund worth $5.36K as of Q3 2026.
First Trust Value Line Dividend Fund was a new Superior Planning, LLC position in Q3 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1178 holding.
497 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.