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	–	244
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

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

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

Future Financial Wealth Management's FVD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2025, closing a stake of 500 shares — an estimated $23.1K sold.

Future Financial Wealth Management first reported a position in FVD in Q4 2021 and held it in 8 quarters. The position peaked at $60.3K in Q3 2024. 621 funds tracked by Wall St. Rank hold FVD as of Q4 2025.

Future Financial Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 500 First Trust Value Line Dividend Fund shares in Q4 2025, an estimated $23.1K.
Future Financial Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's First Trust Value Line Dividend Fund position peaked at $60.3K in Q3 2024.
621 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.