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

Aspect 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	$22.6K	Buy	+470	New	+$22.4K	0.01%	191

Other funds holding FVD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aspect Partners's FVD Position: Q2 2026 in Review

Aspect Partners opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 470 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

196 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Aspect Partners held 470 shares of First Trust Value Line Dividend Fund worth $22.6K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Aspect Partners position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #191 holding.
196 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.