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Future Financial Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-500
Closed -$23.1K – 227
2025
Q3 		$23.1K Hold
500
– – 0.01% 323
2025
Q2 		$22.4K Hold
500
– – 0.02% 313
2025
Q1 		$22.3K Sell
500
-825
-62% -$36.7K 0.02% 309
2024
Q4 		$57.8K Hold
1,325
– – 0.04% 223
2024
Q3 		$60.3K Buy
+1,325
New +$57.5K 0.04% 232
2024
Q2 		– Sell
-1,325
Closed -$56K – 229
2024
Q1 		$56K Buy
+1,325
New +$54.1K 0.04% 249
2022
Q2 		– Sell
-500
Closed -$21K – 252
2022
Q1 		$21K Hold
500
– – 0.02% 364
2021
Q4 		$21K Buy
+500
New +$20.7K 0.02% 373

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return