CIBC Private Wealth Group
FVD icon

CIBC Private Wealth Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

CIBC Private Wealth Group’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
Q4 		$110K Hold
2,377
– – ﹤0.01% 1467
2025
Q3 		$110K Sell
2,377
-2,900
-55% -$133K ﹤0.01% 1448
2025
Q2 		$236K Hold
5,277
– – ﹤0.01% 1050
2025
Q1 		$214K Hold
5,277
– – ﹤0.01% 1055
2024
Q4 		$229K Sell
5,277
-1,000
-16% -$45.3K ﹤0.01% 1105
2024
Q3 		$286K Hold
6,277
– – ﹤0.01% 1039
2024
Q2 		$254K Sell
6,277
-1,450
-19% -$59.9K ﹤0.01% 1005
2024
Q1 		$324K Buy
+7,727
New +$315K ﹤0.01% 948
2018
Q3 		– Sell
-3,714
Closed -$112K – 1238
2018
Q2 		$112K Sell
3,714
-5,654
-60% -$170K ﹤0.01% 1008
2018
Q1 		$280K Buy
9,368
+8,839
+1,671% +$269K ﹤0.01% 876
2017
Q4 		$16K Buy
+529
New +$16.1K ﹤0.01% 1442

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return