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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return