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Anchor Investment Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Anchor Investment 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
2026
Q2 		– Sell
-500
Closed -$23.5K – 1213
2026
Q1 		$23.5K Buy
+500
New +$24K ﹤0.01% 718

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Raymond James Financial
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Royal Bank of Canada
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Anchor Investment Management's FVD Position: Q2 2026 in Review

Anchor Investment Management sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2026, closing a stake of 500 shares — an estimated $23.5K sold.

Anchor Investment Management first reported a position in FVD in Q1 2026 and held it in 1 quarter. The position peaked at $23.5K in Q1 2026. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Anchor Investment Management reported no remaining First Trust Value Line Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Anchor Investment Management sold 500 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $23.5K.
  • Anchor Investment Management first reported a position in First Trust Value Line Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Anchor Investment Management's First Trust Value Line Dividend Fund position peaked at $23.5K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.