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Bravera Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bravera Wealth’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 		$77.3K Hold
1,605
– – 0.03% 160
2026
Q1 		$75.5K Hold
1,605
– – 0.03% 169
2025
Q4 		$74K Buy
+1,605
New +$73.7K 0.04% 157

Other funds holding FVD

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MFG
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bravera Wealth's FVD Position: Q2 2026 in Review

Bravera Wealth held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2026 at 1,605 shares worth $77.3K. The position accounts for 0.03% of the portfolio, ranked #160.

Bravera Wealth first reported a position in FVD in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Bravera Wealth held 1,605 shares of First Trust Value Line Dividend Fund worth $77.3K as of Q2 2026.
  • Bravera Wealth left its First Trust Value Line Dividend Fund share count unchanged in Q2 2026.
  • First Trust Value Line Dividend Fund made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #160 holding.
  • Bravera Wealth first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.