Guardian Wealth Advisors (North Carolina)’s First Trust Value Line Dividend Fund FVD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$205K	Buy	+4,250	New	+$202K	0.01%	373
2022 Q1	–	Sell	-69,813	Closed	-$3M	–	259
2021 Q4	$3M	Buy	+69,813	New	+$2.89M	1.29%	16

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

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

Guardian Wealth Advisors (North Carolina)'s FVD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 4,250 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FVD as recently as Q4 2021.

Guardian Wealth Advisors (North Carolina) first reported a position in FVD in Q4 2021 and has held it in 2 quarters since. The position peaked at $3M in Q4 2021. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,250 shares of First Trust Value Line Dividend Fund worth $205K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Guardian Wealth Advisors (North Carolina) position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #373 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and has held it in 2 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Value Line Dividend Fund position peaked at $3M in Q4 2021.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.