Accelerate Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Accelerate Investment 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 Q2	$290K	Sell	6,021 -125	-2%	-$5.96K	0.17%	103
2026 Q1	$289K	Sell	6,146 -320	-5%	-$15.4K	0.19%	87
2025 Q4	$298K	Sell	6,466 -104	-2%	-$4.78K	0.2%	78
2025 Q3	$304K	Sell	6,570 -237	-3%	-$10.8K	0.21%	75
2025 Q2	$304K	Buy	6,807 +291	+4%	+$12.8K	0.23%	71
2025 Q1	$291K	Buy	6,516 +1,098	+20%	+$48.8K	0.24%	70
2024 Q4	$236K	Buy	5,418 +568	+12%	+$25.7K	0.21%	80
2024 Q3	$221K	Buy	+4,850	New	+$210K	0.22%	73

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Accelerate Investment Advisors's FVD Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its First Trust Value Line Dividend Fund (FVD) stake by 2% in Q2 2026, selling an estimated $5.96K and leaving 6,021 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #103.

Accelerate Investment Advisors first reported a position in FVD in Q3 2024 and has held it in 8 quarters since. The position peaked at $304K in Q2 2025. 639 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Accelerate Investment Advisors held 6,021 shares of First Trust Value Line Dividend Fund worth $290K as of Q2 2026.
Accelerate Investment Advisors sold 125 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $5.96K.
First Trust Value Line Dividend Fund made up 0.17% of Accelerate Investment Advisors's portfolio in Q2 2026, its #103 holding.
Accelerate Investment Advisors first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's First Trust Value Line Dividend Fund position peaked at $304K in Q2 2025.
639 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.