FFA
FVD icon

Farther Finance Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Farther Finance 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 		$5.02M Buy
106,489
+18,127
+21% +$871K 0.05% 344
2025
Q4 		$4.07M Buy
88,362
+31,636
+56% +$1.45M 0.04% 361
2025
Q3 		$2.62M Sell
56,726
-3,600
-6% -$165K 0.04% 361
2025
Q2 		$2.7M Buy
60,326
+39,890
+195% +$1.75M 0.05% 293
2025
Q1 		$911K Buy
20,436
+19,459
+1,992% +$865K 0.02% 544
2024
Q4 		$42.6K Sell
977
-213
-18% -$9.64K ﹤0.01% 1745
2024
Q3 		$54.1K Sell
1,190
-721
-38% -$31.3K ﹤0.01% 1601
2024
Q2 		$77.5K Sell
1,911
-40
-2% -$1.65K ﹤0.01% 1237
2024
Q1 		$81.7K Sell
1,951
-217
-10% -$8.86K 0.01% 1011
2023
Q4 		$87.9K Sell
2,168
-1,512
-41% -$58K 0.01% 838
2023
Q3 		$138K Hold
3,680
– – 0.02% 470
2023
Q2 		$148K Hold
3,680
– – 0.03% 366
2023
Q1 		$148K Sell
3,680
-8,974
-71% -$360K 0.04% 309
2022
Q4 		$505K Buy
+12,654
New +$494K 0.2% 102

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