Congress Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
Congress Wealth Management's FVD Position: Q2 2025 in Review
Congress Wealth Management increased its First Trust Value Line Dividend Fund (FVD) stake by 24% in Q2 2025, buying an estimated $102K and bringing the position to 12,140 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #901.
Congress Wealth Management first reported a position in FVD in Q1 2025 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold FVD as of Q2 2025.
- Congress Wealth Management held 12,140 shares of First Trust Value Line Dividend Fund worth $543K as of Q2 2025.
- Congress Wealth Management bought 2,325 First Trust Value Line Dividend Fund shares in Q2 2025, an estimated $102K.
- First Trust Value Line Dividend Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #901 holding.
- Congress Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q1 2025 and has held it in 2 quarters since.
- 583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.