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

Insight 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
2025
Q1 		– Sell
-8,571
Closed -$373K – 292
2024
Q4 		$373K Sell
8,571
-650
-7% -$29.4K 0.06% 193
2024
Q3 		$419K Sell
9,221
-4,358
-32% -$189K 0.07% 179
2024
Q2 		$553K Sell
13,579
-1,193
-8% -$49.2K 0.1% 140
2024
Q1 		$624K Sell
14,772
-1,499
-9% -$61.2K 0.12% 127
2023
Q4 		$660K Sell
16,271
-37,889
-70% -$1.45M 0.14% 114
2023
Q3 		$2.03M Sell
54,160
-68,464
-56% -$2.71M 0.46% 32
2023
Q2 		$4.92M Buy
122,624
+20,094
+20% +$804K 1.1% 9
2023
Q1 		$4.12M Buy
102,530
+4,127
+4% +$165K 0.97% 9
2022
Q4 		$3.94M Sell
98,403
-25,479
-21% -$995K 1.38% 7
2022
Q3 		$4.43M Buy
123,882
+1,128
+0.9% +$44.6K 1.74% 6
2022
Q2 		$4.98M Buy
122,754
+3,095
+3% +$125K 1.69% 7
2022
Q1 		$5.06M Buy
119,659
+18,645
+18% +$776K 1.52% 8
2021
Q4 		$4.35M Buy
101,014
+14,294
+16% +$591K 1.28% 12
2021
Q3 		$3.6M Buy
86,720
+15,509
+22% +$630K 1.08% 14
2021
Q2 		$2.89M Buy
71,211
+10,371
+17% +$412K 0.91% 20
2021
Q1 		$2.4M Buy
60,840
+10,925
+22% +$395K 0.76% 28
2020
Q4 		$1.75M Buy
+49,915
New +$1.69M 0.66% 40

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Advisors's FVD Position: Q1 2025 in Review

Insight Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2025, closing a stake of 8,571 shares — an estimated $373K sold.

Insight Advisors first reported a position in FVD in Q4 2020 and held it in 17 quarters. The position peaked at $5.06M in Q1 2022. 583 funds tracked by Wall St. Rank hold FVD as of Q1 2025.

  • Insight Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Insight Advisors sold 8,571 First Trust Value Line Dividend Fund shares in Q1 2025, an estimated $373K.
  • Insight Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 17 quarters.
  • Insight Advisors's First Trust Value Line Dividend Fund position peaked at $5.06M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.