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Graney & King’s First Trust Value Line Dividend Fund FVD Stock Holding History

Graney & King’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 		$57.5K Buy
1,194
+7
+0.6% +$334 0.02% 147
2026
Q1 		$55.8K Buy
1,187
+7
+0.6% +$336 0.03% 134
2025
Q4 		$54.4K Buy
1,180
+8
+0.7% +$367 0.03% 128
2025
Q3 		$54.2K Buy
1,172
+6
+0.5% +$275 0.04% 123
2025
Q2 		$52.1K Buy
1,166
+7
+0.6% +$308 0.04% 120
2025
Q1 		$51.7K Buy
1,159
+6
+0.5% +$267 0.04% 117
2024
Q4 		$50.3K Buy
+1,153
New +$52.2K 0.04% 122

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Graney & King's FVD Position: Q2 2026 in Review

Graney & King increased its First Trust Value Line Dividend Fund (FVD) stake by 0.59% in Q2 2026, buying an estimated $334 and bringing the position to 1,194 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #147.

Graney & King first reported a position in FVD in Q4 2024 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Graney & King held 1,194 shares of First Trust Value Line Dividend Fund worth $57.5K as of Q2 2026.
  • Graney & King bought 7 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $334.
  • First Trust Value Line Dividend Fund made up 0.02% of Graney & King's portfolio in Q2 2026, its #147 holding.
  • Graney & King first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.