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

Highline 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
2026 Q2	$14.1K	Buy	+293	New	+$14K	﹤0.01%	467

Other funds holding FVD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $289M AUM 24.14% 1-Year Est. Return

Highline Wealth Partners's FVD Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 293 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

141 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Highline Wealth Partners held 293 shares of First Trust Value Line Dividend Fund worth $14.1K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Highline Wealth Partners position in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #467 holding.
141 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.