D.J. St. Germain’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
D.J. St. Germain's FVD Position: Q2 2026 in Review
D.J. St. Germain increased its First Trust Value Line Dividend Fund (FVD) stake by 115% in Q2 2026, buying an estimated $68.3K and bringing the position to 2,679 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #345.
D.J. St. Germain first reported a position in FVD in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold FVD as of Q2 2026.
- D.J. St. Germain held 2,679 shares of First Trust Value Line Dividend Fund worth $129K as of Q2 2026.
- D.J. St. Germain bought 1,434 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $68.3K.
- First Trust Value Line Dividend Fund made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #345 holding.
- D.J. St. Germain first reported a position in First Trust Value Line Dividend Fund in Q3 2025 and has held it in 4 quarters since.
- 637 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.
Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.