Diversify Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
HPC
Diversify Advisory Services's FVD Position: Q3 2026 in Review
Diversify Advisory Services increased its First Trust Value Line Dividend Fund (FVD) stake by 3.4% in Q3 2026, buying an estimated $10.7K and bringing the position to 6,481 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.
Diversify Advisory Services first reported a position in FVD in Q1 2024 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold FVD as of Q3 2026.
- Diversify Advisory Services held 6,481 shares of First Trust Value Line Dividend Fund worth $317K as of Q3 2026.
- Diversify Advisory Services bought 216 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $10.7K.
- First Trust Value Line Dividend Fund made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1080 holding.
- Diversify Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q1 2024 and has held it in 5 quarters since.
- 129 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.