ECA
FVD icon

Elevated Capital Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Elevated Capital Advisors’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
Q1 		$2.96M Sell
63,001
-872
-1% -$41.9K 0.75% 32
2025
Q4 		$2.94M Sell
63,873
-876
-1% -$40.2K 0.69% 33
2025
Q3 		$2.99M Sell
64,749
-3,212
-5% -$147K 0.74% 35
2025
Q2 		$3.03M Hold
67,961
– – 0.85% 30
2025
Q1 		$3.03M Sell
67,961
-7,945
-10% -$353K 0.85% 30
2024
Q4 		$3.31M Sell
75,906
-1,373
-2% -$62.1K 0.9% 23
2024
Q3 		$3.52M Sell
77,279
-505
-0.6% -$21.9K 0.93% 21
2024
Q2 		$3.17M Sell
77,784
-141,168
-64% -$5.83M 0.89% 25
2024
Q1 		$9.25M Buy
218,952
+11,102
+5% +$453K 2.65% 7
2023
Q4 		$8.43M Sell
207,850
-1,079
-0.5% -$41.4K 2.64% 7
2023
Q3 		$7.81M Buy
208,929
+145,049
+227% +$5.73M 2.66% 6
2023
Q2 		$2.56M Buy
+63,880
New +$2.56M 0.85% 32

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return