Nearside Advisors, LLC’s First Trust Value Line Dividend Fund FVD Stock Holding History

Nearside Advisors, LLC’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 Q3	$3.75M	Buy	+79,959	New	+$3.97M	2.68%	10

Other funds holding FVD

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nearside Advisors, LLC's FVD Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2026: 79,959 shares worth $3.75M. The stake represents 2.68% of the portfolio and ranks #10 among its holdings.

129 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

Nearside Advisors, LLC held 79,959 shares of First Trust Value Line Dividend Fund worth $3.75M as of Q3 2026.
First Trust Value Line Dividend Fund was a new Nearside Advisors, LLC position in Q3 2026.
First Trust Value Line Dividend Fund made up 2.68% of Nearside Advisors, LLC's portfolio in Q3 2026, its #10 holding.
129 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.