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

Center for 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
2026 Q2	$66.8K	Sell	1,387 -31	-2%	-$1.48K	0.01%	285
2026 Q1	$66.7K	Hold	1,418	–	–	0.01%	273
2025 Q4	$65.3K	Hold	1,418	–	–	0.01%	270
2025 Q3	$65.6K	Hold	1,418	–	–	0.01%	273
2025 Q2	$63.4K	Hold	1,418	–	–	0.01%	266
2025 Q1	$63.2K	Hold	1,418	–	–	0.01%	257
2024 Q4	$61.9K	Buy	1,418 +9	+0.6%	+$407	0.01%	243
2024 Q3	$64.1K	Buy	+1,409	New	+$61.1K	0.01%	225

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Center for Financial Planning's FVD Position: Q2 2026 in Review

Center for Financial Planning reduced its First Trust Value Line Dividend Fund (FVD) stake by 2.2% in Q2 2026, selling an estimated $1.48K and leaving 1,387 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #285.

Center for Financial Planning first reported a position in FVD in Q3 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Center for Financial Planning held 1,387 shares of First Trust Value Line Dividend Fund worth $66.8K as of Q2 2026.
Center for Financial Planning sold 31 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $1.48K.
First Trust Value Line Dividend Fund made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #285 holding.
Center for Financial Planning first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and has held it in 8 quarters since.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.