Cyndeo Wealth Partners
FVD icon

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
Q3 		$286K Buy
6,100
+5
+0.1% +$248 0.01% 460
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cyndeo Wealth Partners's FVD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its First Trust Value Line Dividend Fund (FVD) stake by 0.08% in Q3 2026, buying an estimated $248 and bringing the position to 6,100 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #460.

Cyndeo Wealth Partners first reported a position in FVD in Q3 2024 and has held it in 9 quarters since. The position peaked at $294K in Q2 2026. 571 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Cyndeo Wealth Partners held 6,100 shares of First Trust Value Line Dividend Fund worth $286K as of Q3 2026.
  • Cyndeo Wealth Partners bought 5 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $248.
  • First Trust Value Line Dividend Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #460 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and has held it in 9 quarters since.
  • Cyndeo Wealth Partners's First Trust Value Line Dividend Fund position peaked at $294K in Q2 2026.
  • 571 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.