BFP
FVD icon

Briaud Financial Planning’s First Trust Value Line Dividend Fund FVD Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-335
Closed -$14K – 140
2025
Q2 		$14K Buy
+335
New +$14.7K 0.01% 211

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Briaud Financial Planning's FVD Position: Q3 2025 in Review

Briaud Financial Planning sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2025, closing a stake of 335 shares — an estimated $14K sold.

Briaud Financial Planning first reported a position in FVD in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

  • Briaud Financial Planning reported no remaining First Trust Value Line Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 335 First Trust Value Line Dividend Fund shares in Q3 2025, an estimated $14K.
  • Briaud Financial Planning first reported a position in First Trust Value Line Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's First Trust Value Line Dividend Fund position peaked at $14K in Q2 2025.
  • 582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.