Advisory Advocates’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
Advisory Advocates's FVD Position: Q2 2026 in Review
Advisory Advocates reduced its First Trust Value Line Dividend Fund (FVD) stake by 5.7% in Q2 2026, selling an estimated $16.3K and leaving 5,674 shares worth $273K. The position accounts for 0.23% of the portfolio, ranked #143.
Advisory Advocates first reported a position in FVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q1 2026. 615 funds tracked by Wall St. Rank hold FVD as of Q2 2026.
- Advisory Advocates held 5,674 shares of First Trust Value Line Dividend Fund worth $273K as of Q2 2026.
- Advisory Advocates sold 343 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $16.3K.
- First Trust Value Line Dividend Fund made up 0.23% of Advisory Advocates's portfolio in Q2 2026, its #143 holding.
- Advisory Advocates first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 3 quarters since.
- Advisory Advocates's First Trust Value Line Dividend Fund position peaked at $283K in Q1 2026.
- 615 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.
Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.