Eastern Bank’s First Trust Value Line Dividend Fund FVD Stock Holding History

Eastern Bank’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	$19.1K	Buy	+397	New	+$18.9K	﹤0.01%	781

Other funds holding FVD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $289M AUM 24.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Eastern Bank's FVD Position: Q2 2026 in Review

Eastern Bank opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 397 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings.

100 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Eastern Bank held 397 shares of First Trust Value Line Dividend Fund worth $19.1K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Eastern Bank position in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #781 holding.
100 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.