Center for Wealth Management Advisory’s First Trust Value Line Dividend Fund FVD Stock Holding History

Center for Wealth Management Advisory’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 Q1	$8.18M	Buy	173,866 +3,799	+2%	+$182K	5.89%	4
2025 Q4	$7.84M	Buy	+170,067	New	+$7.81M	5.78%	4

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Center for Wealth Management Advisory's FVD Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its First Trust Value Line Dividend Fund (FVD) stake by 2.2% in Q1 2026, buying an estimated $182K and bringing the position to 173,866 shares worth $8.18M. The position accounts for 5.89% of the portfolio, ranked #4.

Center for Wealth Management Advisory first reported a position in FVD in Q4 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold FVD as of Q1 2026.

Center for Wealth Management Advisory held 173,866 shares of First Trust Value Line Dividend Fund worth $8.18M as of Q1 2026.
Center for Wealth Management Advisory bought 3,799 First Trust Value Line Dividend Fund shares in Q1 2026, an estimated $182K.
First Trust Value Line Dividend Fund made up 5.89% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #4 holding.
Center for Wealth Management Advisory first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 2 quarters since.
630 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.