Ameritas Investment Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Ameritas Investment 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
2026 Q2	$15.3K	Hold	317	–	–	﹤0.01%	2885
2026 Q1	$14.9K	Hold	317	–	–	﹤0.01%	2731
2025 Q4	$14.6K	Hold	317	–	–	﹤0.01%	2777
2025 Q3	$14.7K	Sell	317 -50	-14%	-$2.29K	﹤0.01%	2813
2025 Q2	$16.4K	Hold	367	–	–	﹤0.01%	2743
2025 Q1	$16.4K	Hold	367	–	–	﹤0.01%	2640
2024 Q4	$16K	Sell	367 -60	-14%	-$2.71K	﹤0.01%	2724
2024 Q3	$19.4K	Sell	427 -75	-15%	-$3.25K	﹤0.01%	2674
2024 Q2	$20.5K	Hold	502	–	–	﹤0.01%	2598
2024 Q1	$21.2K	Hold	502	–	–	﹤0.01%	2543
2023 Q4	$20.4K	Sell	502 -20	-4%	-$767	﹤0.01%	2576
2023 Q3	$19.5K	Sell	522 -100	-16%	-$3.95K	﹤0.01%	2548
2023 Q2	$24.9K	Hold	622	–	–	﹤0.01%	2445
2023 Q1	$25K	Sell	622 -10	-2%	-$401	﹤0.01%	2369
2022 Q4	$25.2K	Sell	632 -60	-9%	-$2.34K	﹤0.01%	2461
2022 Q3	$24K	Hold	692	–	–	﹤0.01%	2428
2022 Q2	$26K	Sell	692 -25	-3%	-$1.01K	﹤0.01%	2411
2022 Q1	$30K	Hold	717	–	–	﹤0.01%	2360
2021 Q4	$30K	Sell	717 -35	-5%	-$1.45K	﹤0.01%	2433
2021 Q3	$29K	Hold	752	–	–	﹤0.01%	2488
2021 Q2	$29K	Sell	752 -60	-7%	-$2.39K	﹤0.01%	2521
2021 Q1	$30K	Hold	812	–	–	﹤0.01%	2376
2020 Q4	$28K	Sell	812 -30	-4%	-$1.01K	﹤0.01%	2307
2020 Q3	$26K	Buy	842 +30	+4%	+$951	﹤0.01%	2235
2020 Q2	$24K	Hold	812	–	–	﹤0.01%	2259
2020 Q1	$22K	Hold	812	–	–	﹤0.01%	2122
2019 Q4	$29K	Hold	812	–	–	﹤0.01%	2218
2019 Q3	$28K	Hold	812	–	–	﹤0.01%	2207
2019 Q2	$27K	Hold	812	–	–	﹤0.01%	2263
2019 Q1	$26K	Buy	+812	New	+$25.4K	﹤0.01%	2245

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 22.9% 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

Ameritas Investment Partners's FVD Position: Q2 2026 in Review

Ameritas Investment Partners held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2026 at 317 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Ameritas Investment Partners first reported a position in FVD in Q1 2019 and has held it in 30 quarters since. The position peaked at $30K in Q1 2022. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Ameritas Investment Partners held 317 shares of First Trust Value Line Dividend Fund worth $15.3K as of Q2 2026.
Ameritas Investment Partners left its First Trust Value Line Dividend Fund share count unchanged in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2885 holding.
Ameritas Investment Partners first reported a position in First Trust Value Line Dividend Fund in Q1 2019 and has held it in 30 quarters since.
Ameritas Investment Partners's First Trust Value Line Dividend Fund position peaked at $30K in Q1 2022.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.