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

Ancora 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	$80.7K	Sell	1,675 -132	-7%	-$6.29K	﹤0.01%	952
2026 Q1	$85K	Hold	1,807	–	–	﹤0.01%	952
2025 Q4	$83.3K	Sell	1,807 -200	-10%	-$9.18K	﹤0.01%	976
2025 Q3	$92.8K	Hold	2,007	–	–	﹤0.01%	888
2025 Q2	$89.7K	Hold	2,007	–	–	﹤0.01%	901
2025 Q1	$89.5K	Hold	2,007	–	–	﹤0.01%	889
2024 Q4	$87.6K	Hold	2,007	–	–	﹤0.01%	877
2024 Q3	$91.3K	Sell	2,007 -294	-13%	-$12.8K	﹤0.01%	837
2024 Q2	$93.8K	Buy	2,301 +184	+9%	+$7.6K	﹤0.01%	806
2024 Q1	$89.4K	Hold	2,117	–	–	﹤0.01%	822
2023 Q4	$85.9K	Buy	2,117 +1,289	+156%	+$49.4K	﹤0.01%	820
2023 Q3	$31K	Hold	828	–	–	﹤0.01%	1043
2023 Q2	$33.2K	Hold	828	–	–	﹤0.01%	1009
2023 Q1	$33.3K	Hold	828	–	–	﹤0.01%	1004
2022 Q4	$33K	Hold	828	–	–	﹤0.01%	1057
2022 Q3	$30K	Hold	828	–	–	﹤0.01%	1225
2022 Q2	$32K	Hold	828	–	–	﹤0.01%	1308
2022 Q1	$35K	Buy	828 +696	+527%	+$29K	﹤0.01%	1390
2021 Q4	$6K	Hold	132	–	–	﹤0.01%	1975
2021 Q3	$5K	Hold	132	–	–	﹤0.01%	1901
2021 Q2	$5K	Hold	132	–	–	﹤0.01%	1691
2021 Q1	$5K	Hold	132	–	–	﹤0.01%	1545
2020 Q4	$5K	Hold	132	–	–	﹤0.01%	1295
2020 Q3	$4K	Hold	132	–	–	﹤0.01%	1265
2020 Q2	$4K	Buy	+132	New	+$3.92K	﹤0.01%	1220

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

Ancora Advisors's FVD Position: Q2 2026 in Review

Ancora Advisors reduced its First Trust Value Line Dividend Fund (FVD) stake by 7.3% in Q2 2026, selling an estimated $6.29K and leaving 1,675 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Ancora Advisors first reported a position in FVD in Q2 2020 and has held it in 25 quarters since. The position peaked at $93.8K in Q2 2024. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Ancora Advisors held 1,675 shares of First Trust Value Line Dividend Fund worth $80.7K as of Q2 2026.
Ancora Advisors sold 132 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $6.29K.
First Trust Value Line Dividend Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #952 holding.
Ancora Advisors first reported a position in First Trust Value Line Dividend Fund in Q2 2020 and has held it in 25 quarters since.
Ancora Advisors's First Trust Value Line Dividend Fund position peaked at $93.8K in Q2 2024.
641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.