GI
FVD icon

GAMMA Investing’s First Trust Value Line Dividend Fund FVD Stock Holding History

GAMMA Investing’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 		$503K Sell
10,443
-277
-3% -$13.2K 0.02% 650
2026
Q1 		$504K Sell
10,720
-462
-4% -$22.2K 0.02% 562
2025
Q4 		$515K Hold
11,182
– – 0.03% 524
2025
Q3 		$517K Sell
11,182
-676
-6% -$30.9K 0.03% 502
2025
Q2 		$530K Buy
11,858
+1,385
+13% +$60.9K 0.03% 462
2025
Q1 		$467K Buy
10,473
+141
+1% +$6.27K 0.04% 451
2024
Q4 		$451K Buy
10,332
+3,960
+62% +$179K 0.04% 388
2024
Q3 		$290K Hold
6,372
– – 0.03% 478
2024
Q2 		$260K Buy
6,372
+370
+6% +$15.3K 0.04% 430
2024
Q1 		$253K Hold
6,002
– – 0.05% 330
2023
Q4 		$242K Buy
+6,002
New +$230K 0.07% 265

Other funds holding FVD

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return