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

Avantax Planning 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
Q1 		$252K Sell
5,365
-825
-13% -$39.6K 0.01% 381
2025
Q4 		$285K Hold
6,190
– – 0.01% 361
2025
Q3 		$286K Hold
6,190
– – 0.01% 361
2025
Q2 		$277K Hold
6,190
– – 0.01% 367
2025
Q1 		$276K Hold
6,190
– – 0.01% 351
2024
Q4 		$270K Hold
6,190
– – 0.01% 356
2024
Q3 		$282K Hold
6,190
– – 0.01% 345
2024
Q2 		$252K Buy
+6,190
New +$256K 0.01% 392
2018
Q4 		– Sell
-429
Closed -$14K – 618
2018
Q3 		$14K Buy
+429
New +$13.5K ﹤0.01% 789
2018
Q2 		– Sell
-635
Closed -$19K – 680
2018
Q1 		$19K Buy
+635
New +$19.3K ﹤0.01% 789

Other funds holding FVD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return