EverSource Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

EverSource Wealth 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 Q2	$835K	Buy	17,341 +3,057	+21%	+$146K	0.03%	394
2026 Q1	$672K	Buy	14,284 +823	+6%	+$39.5K	0.02%	491
2025 Q4	$620K	Buy	13,461 +635	+5%	+$29.2K	0.02%	469
2025 Q3	$593K	Buy	12,826 +1,566	+14%	+$71.7K	0.02%	438
2025 Q2	$503K	Buy	11,260 +7,142	+173%	+$314K	0.02%	449
2025 Q1	$184K	Buy	4,118 +2,658	+182%	+$118K	0.01%	692
2024 Q4	$63.7K	Hold	1,460	–	–	﹤0.01%	1078
2024 Q3	$66.4K	Hold	1,460	–	–	﹤0.01%	942
2024 Q2	$63.2K	Hold	1,460	–	–	﹤0.01%	982
2024 Q1	$59.5K	Hold	1,460	–	–	﹤0.01%	903
2023 Q4	$59.2K	Hold	1,460	–	–	0.01%	830
2023 Q3	$54.6K	Hold	1,460	–	–	0.01%	774
2023 Q2	$58.5K	Buy	+1,460	New	+$58.4K	0.01%	777

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's FVD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 21% in Q2 2026, buying an estimated $146K and bringing the position to 17,341 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #394.

EverSource Wealth Advisors first reported a position in FVD in Q2 2023 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

EverSource Wealth Advisors held 17,341 shares of First Trust Value Line Dividend Fund worth $835K as of Q2 2026.
EverSource Wealth Advisors bought 3,057 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $146K.
First Trust Value Line Dividend Fund made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #394 holding.
EverSource Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q2 2023 and has held it in 13 quarters since.
638 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.