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Golden State Equity Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Golden State Equity Partners’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 		$32.3K Sell
671
-700
-51% -$33.4K 0.09% 133
2026
Q1 		$64.5K Buy
+1,371
New +$65.8K ﹤0.01% 832

Other funds holding FVD

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Equity Partners's FVD Position: Q2 2026 in Review

Golden State Equity Partners reduced its First Trust Value Line Dividend Fund (FVD) stake by 51% in Q2 2026, selling an estimated $33.4K and leaving 671 shares worth $32.3K. The position accounts for 0.09% of the portfolio, ranked #133.

Golden State Equity Partners first reported a position in FVD in Q1 2026 and has held it in 2 quarters since. The position peaked at $64.5K in Q1 2026. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Golden State Equity Partners held 671 shares of First Trust Value Line Dividend Fund worth $32.3K as of Q2 2026.
  • Golden State Equity Partners sold 700 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $33.4K.
  • First Trust Value Line Dividend Fund made up 0.09% of Golden State Equity Partners's portfolio in Q2 2026, its #133 holding.
  • Golden State Equity Partners first reported a position in First Trust Value Line Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's First Trust Value Line Dividend Fund position peaked at $64.5K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.