HHM Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

HHM Wealth Advisors’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	$21.2K	Buy	439 +4	+0.9%	+$191	﹤0.01%	528
2026 Q1	$20.5K	Hold	435	–	–	﹤0.01%	511
2025 Q4	$20K	Hold	435	–	–	﹤0.01%	503
2025 Q3	$20.1K	Hold	435	–	–	﹤0.01%	512
2025 Q2	$19.4K	Hold	435	–	–	﹤0.01%	515
2025 Q1	$19.4K	Hold	435	–	–	﹤0.01%	508
2024 Q4	$19K	Hold	435	–	–	﹤0.01%	507
2024 Q3	$19.8K	Hold	435	–	–	﹤0.01%	469
2024 Q2	$17.7K	Buy	+435	New	+$18K	﹤0.01%	471
2023 Q3	–	Sell	-751	Closed	-$30.1K	–	795
2023 Q2	$30.1K	Buy	+751	New	+$30.1K	0.01%	362
2022 Q3	–	Sell	-243	Closed	-$9K	–	715
2022 Q2	$9K	Buy	+243	New	+$9.85K	﹤0.01%	554
2020 Q2	–	Sell	-431	Closed	-$12K	–	503
2020 Q1	$12K	Buy	+431	New	+$14.5K	0.01%	344

Other funds holding FVD

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return