Dogwood Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Dogwood Wealth Management’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	$20.8K	Hold	431	–	–	0.01%	244
2026 Q1	$20.3K	Hold	431	–	–	0.01%	243
2025 Q4	$19.9K	Hold	431	–	–	0.01%	202
2025 Q3	$19.9K	Hold	431	–	–	0.01%	187
2025 Q2	$19.5K	Hold	431	–	–	0.01%	173
2025 Q1	$19.2K	Hold	431	–	–	0.01%	159
2024 Q4	$18.8K	Hold	431	–	–	0.01%	157
2024 Q3	$19.6K	Sell	431 -46	-10%	-$2K	0.01%	141
2024 Q2	$19.4K	Sell	477 -64	-12%	-$2.64K	0.01%	142
2024 Q1	$22.9K	Sell	541 -169	-24%	-$6.9K	0.02%	153
2023 Q4	$28.8K	Buy	+710	New	+$27.2K	0.02%	136

Other funds holding FVD

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return