Cyndeo Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Cyndeo Wealth Partners’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	$294K	Buy	6,095 +36	+0.6%	+$1.72K	0.01%	438
2026 Q1	$285K	Buy	6,059 +11	+0.2%	+$528	0.02%	416
2025 Q4	$279K	Buy	6,048 +119	+2%	+$5.46K	0.02%	410
2025 Q3	$274K	Sell	5,929 -39	-0.7%	-$1.78K	0.02%	407
2025 Q2	$267K	Buy	5,968 +63	+1%	+$2.77K	0.02%	404
2025 Q1	$263K	Buy	5,905 +38	+0.6%	+$1.69K	0.02%	391
2024 Q4	$256K	Buy	5,867 +44	+0.8%	+$1.99K	0.02%	393
2024 Q3	$265K	Buy	+5,823	New	+$253K	0.02%	393

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 22.96% 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

Cyndeo Wealth Partners's FVD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Value Line Dividend Fund (FVD) stake by 0.59% in Q2 2026, buying an estimated $1.72K and bringing the position to 6,095 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #438.

Cyndeo Wealth Partners first reported a position in FVD in Q3 2024 and has held it in 8 quarters since. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Cyndeo Wealth Partners held 6,095 shares of First Trust Value Line Dividend Fund worth $294K as of Q2 2026.
Cyndeo Wealth Partners bought 36 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $1.72K.
First Trust Value Line Dividend Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #438 holding.
Cyndeo Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and has held it in 8 quarters since.
641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.