Hantz Financial Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Hantz Financial Services’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	$56K	Buy	1,153 +122	+12%	+$5.81K	﹤0.01%	1616
2026 Q1	$48K	Buy	+1,031	New	+$49.5K	﹤0.01%	1569
2025 Q4	–	Sell	-474	Closed	-$22K	–	2453
2025 Q3	$22K	Hold	474	–	–	﹤0.01%	1527
2025 Q2	$21K	Hold	474	–	–	﹤0.01%	1245
2025 Q1	$21K	Buy	+474	New	+$21.1K	﹤0.01%	829
2023 Q2	–	Sell	-618	Closed	-$25K	–	1111
2023 Q1	$25K	Buy	+618	New	+$24.8K	﹤0.01%	686
2021 Q1	–	Sell	-532	Closed	-$19K	–	709
2020 Q4	$19K	Buy	+532	New	+$18K	﹤0.01%	517

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 22.96% 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

Hantz Financial Services's FVD Position: Q2 2026 in Review

Hantz Financial Services increased its First Trust Value Line Dividend Fund (FVD) stake by 12% in Q2 2026, buying an estimated $5.81K and bringing the position to 1,153 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Hantz Financial Services first reported a position in FVD in Q4 2020 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Hantz Financial Services held 1,153 shares of First Trust Value Line Dividend Fund worth $56K as of Q2 2026.
Hantz Financial Services bought 122 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $5.81K.
First Trust Value Line Dividend Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1616 holding.
Hantz Financial Services first reported a position in First Trust Value Line Dividend Fund in Q4 2020 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 Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.