AFP
FVD icon

Alpha Financial Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-9,232
Closed -$420K – 106
2024
Q3 		$420K Buy
+9,232
New +$400K 0.3% 61

Other funds holding FVD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alpha Financial Partners's FVD Position: Q4 2024 in Review

Alpha Financial Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 9,232 shares — an estimated $420K sold.

Alpha Financial Partners first reported a position in FVD in Q3 2024 and held it in 1 quarter. The position peaked at $420K in Q3 2024. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • Alpha Financial Partners reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 9,232 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $420K.
  • Alpha Financial Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's First Trust Value Line Dividend Fund position peaked at $420K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.