Abich Financial Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$1.57K	Buy	+34	New	+$1.56K	﹤0.01%	590

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's FVD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2025: 34 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

Abich Financial Wealth Management held 34 shares of First Trust Value Line Dividend Fund worth $1.57K as of Q3 2025.
First Trust Value Line Dividend Fund was a new Abich Financial Wealth Management position in Q3 2025.
First Trust Value Line Dividend Fund made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #590 holding.
582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.