Diversify Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
Diversify Advisory Services's FVD Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 6,265 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FVD as recently as Q3 2024.
Diversify Advisory Services first reported a position in FVD in Q1 2024 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.
- Diversify Advisory Services held 6,265 shares of First Trust Value Line Dividend Fund worth $314K as of Q2 2026.
- First Trust Value Line Dividend Fund was a new Diversify Advisory Services position in Q2 2026.
- First Trust Value Line Dividend Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1026 holding.
- Diversify Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q1 2024 and has held it in 4 quarters since.
- 641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.