IAS
FVD icon

Insigneo Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Insigneo Advisory Services’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 		$641K Sell
13,625
-911
-6% -$43.8K 0.05% 311
2025
Q4 		$670K Sell
14,536
-63
-0.4% -$2.89K 0.05% 294
2025
Q3 		$675K Sell
14,599
-970
-6% -$44.4K 0.05% 287
2025
Q2 		$696K Sell
15,569
-545
-3% -$24K 0.06% 255
2025
Q1 		$719K Sell
16,114
-90
-0.6% -$4K 0.07% 221
2024
Q4 		$707K Sell
16,204
-6,086
-27% -$275K 0.07% 219
2024
Q3 		$1.01M Sell
22,290
-460
-2% -$20K 0.1% 175
2024
Q2 		$958K Sell
22,750
-1,949
-8% -$80.5K 0.11% 178
2024
Q1 		$1.04M Sell
24,699
-6,192
-20% -$253K 0.12% 159
2023
Q4 		$1.25M Sell
30,891
-1,026
-3% -$39.3K 0.18% 123
2023
Q3 		$1.19M Sell
31,917
-4,125
-11% -$163K 0.24% 89
2023
Q2 		$1.44M Buy
36,042
+17,897
+99% +$716K 0.28% 73
2023
Q1 		$729K Sell
18,145
-1,867
-9% -$74.8K 0.23% 84
2022
Q4 		$799K Buy
+20,012
New +$782K 0.3% 70

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return