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

Buck Wealth Strategies’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	$7.08K	Buy	+147	New	+$7K	﹤0.01%	664

Other funds holding FVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Buck Wealth Strategies's FVD Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 147 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

453 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Buck Wealth Strategies held 147 shares of First Trust Value Line Dividend Fund worth $7.08K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Buck Wealth Strategies position in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #664 holding.
453 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.