Highline Wealth Partners
FVD icon

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
Q3 		$13.8K Buy
294
+1
+0.3% +$50 ﹤0.01% 560
2026
Q2 		$14.1K Buy
+293
New +$14K ﹤0.01% 467

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Highline Wealth Partners's FVD Position: Q3 2026 in Review

Highline Wealth Partners increased its First Trust Value Line Dividend Fund (FVD) stake by 0.34% in Q3 2026, buying an estimated $50 and bringing the position to 294 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Highline Wealth Partners first reported a position in FVD in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.1K in Q2 2026. 262 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Highline Wealth Partners held 294 shares of First Trust Value Line Dividend Fund worth $13.8K as of Q3 2026.
  • Highline Wealth Partners bought 1 First Trust Value Line Dividend Fund share in Q3 2026, an estimated $50.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #560 holding.
  • Highline Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's First Trust Value Line Dividend Fund position peaked at $14.1K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.