Farmers & Merchants Investments Inc’s First Trust Value Line Dividend Fund FVD Stock Holding History

Farmers & Merchants Investments Inc’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	$50.3K	Hold	1,043	–	–	﹤0.01%	450
2026 Q1	$49.1K	Sell	1,043 -200	-16%	-$9.61K	﹤0.01%	445
2025 Q4	$57.3K	Hold	1,243	–	–	﹤0.01%	407
2025 Q3	$57.5K	Hold	1,243	–	–	﹤0.01%	416
2025 Q2	$55.6K	Hold	1,243	–	–	﹤0.01%	421
2025 Q1	$55.4K	Sell	1,243 -663	-35%	-$29.5K	﹤0.01%	421
2024 Q4	$83.2K	Buy	+1,906	New	+$86.2K	﹤0.01%	396
2024 Q2	–	Sell	-67	Closed	-$2.83K	–	1789
2024 Q1	$2.83K	Sell	67 -83	-55%	-$3.39K	﹤0.01%	945
2023 Q4	$6.08K	Buy	+150	New	+$5.75K	﹤0.01%	720
2022 Q3	–	Sell	-1,861	Closed	-$72K	–	1618
2022 Q2	$72K	Buy	+1,861	New	+$75.4K	﹤0.01%	365

Other funds holding FVD

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

PFS

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

Farmers & Merchants Investments Inc's FVD Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2026 at 1,043 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Farmers & Merchants Investments Inc first reported a position in FVD in Q2 2022 and has held it in 10 quarters since. The position peaked at $83.2K in Q4 2024. 470 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Farmers & Merchants Investments Inc held 1,043 shares of First Trust Value Line Dividend Fund worth $50.3K as of Q2 2026.
Farmers & Merchants Investments Inc left its First Trust Value Line Dividend Fund share count unchanged in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #450 holding.
Farmers & Merchants Investments Inc first reported a position in First Trust Value Line Dividend Fund in Q2 2022 and has held it in 10 quarters since.
Farmers & Merchants Investments Inc's First Trust Value Line Dividend Fund position peaked at $83.2K in Q4 2024.
470 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.