Hibernia Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Hibernia Wealth Partners’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
2024 Q4	–	Sell	-12,670	Closed	-$576K	–	83
2024 Q3	$576K	Buy	+12,670	New	+$550K	0.17%	57
2024 Q2	–	Sell	-12,772	Closed	-$539K	–	101
2024 Q1	$539K	Buy	12,772 +158	+1%	+$6.45K	0.37%	38
2023 Q4	$512K	Sell	12,614 -1,971	-14%	-$75.6K	0.38%	34
2023 Q3	$545K	Buy	+14,585	New	+$576K	0.42%	31

Other funds holding FVD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hibernia Wealth Partners's FVD Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 12,670 shares — an estimated $576K sold.

Hibernia Wealth Partners first reported a position in FVD in Q3 2023 and held it in 4 quarters. The position peaked at $576K in Q3 2024. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

Hibernia Wealth Partners reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 12,670 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $576K.
Hibernia Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's First Trust Value Line Dividend Fund position peaked at $576K in Q3 2024.
590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.