BFWM
FVD icon

Bright Futures Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-13,973
Closed -$628K – 167
2024
Q3 		$628K Hold
13,973
– – 0.3% 97
2024
Q2 		$603K Hold
13,973
– – 0.33% 92
2024
Q1 		$570K Buy
+13,973
New +$570K 0.31% 92

Other funds holding FVD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bright Futures Wealth Management's FVD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 13,973 shares — an estimated $628K sold.

Bright Futures Wealth Management first reported a position in FVD in Q1 2024 and held it in 3 quarters. The position peaked at $628K in Q3 2024. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 13,973 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $628K.
  • Bright Futures Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's First Trust Value Line Dividend Fund position peaked at $628K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.