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IFC & Insurance Marketing’s First Trust Value Line Dividend Fund FVD Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-352
Closed -$16K – 277
2025
Q4 		$16K Buy
+352
New +$16.2K 0.02% 317

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IFC & Insurance Marketing's FVD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2026, closing a stake of 352 shares — an estimated $16K sold.

IFC & Insurance Marketing first reported a position in FVD in Q4 2025 and held it in 1 quarter. The position peaked at $16K in Q4 2025. 636 funds tracked by Wall St. Rank hold FVD as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining First Trust Value Line Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 352 First Trust Value Line Dividend Fund shares in Q1 2026, an estimated $16K.
  • IFC & Insurance Marketing first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's First Trust Value Line Dividend Fund position peaked at $16K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.