Atlantic Edge Private Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Atlantic Edge Private Wealth 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	-120	Closed	-$5.64K	–	632
2026 Q1	$5.64K	Hold	120	–	–	﹤0.01%	454
2025 Q4	$5.53K	Sell	120 -450	-79%	-$20.7K	﹤0.01%	449
2025 Q3	$26.4K	Hold	570	–	–	0.01%	280
2025 Q2	$25.5K	Hold	570	–	–	0.01%	272
2025 Q1	$25.4K	Buy	+570	New	+$25.3K	0.01%	255

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

Atlantic Edge Private Wealth Management's FVD Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2026, closing a stake of 120 shares — an estimated $5.64K sold.

Atlantic Edge Private Wealth Management first reported a position in FVD in Q1 2025 and held it in 5 quarters. The position peaked at $26.4K in Q3 2025. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Atlantic Edge Private Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q2 2026 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 120 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $5.64K.
Atlantic Edge Private Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q1 2025 and held it in 5 quarters.
Atlantic Edge Private Wealth Management's First Trust Value Line Dividend Fund position peaked at $26.4K in Q3 2025.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.