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

Inspirion Wealth 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
2026 Q2	$575K	Sell	11,859 -2,491	-17%	-$119K	0.07%	103
2026 Q1	$675K	Hold	14,350	–	–	0.08%	89
2025 Q4	$661K	Sell	14,350 -1,004	-7%	-$46.1K	0.08%	91
2025 Q3	$698K	Buy	15,354 +1,004	+7%	+$45.9K	0.1%	79
2025 Q2	$641K	Sell	14,350 -770	-5%	-$33.9K	0.08%	87
2025 Q1	$674K	Sell	15,120 -94	-0.6%	-$4.18K	0.09%	79
2024 Q4	$659K	Sell	15,214 -140	-0.9%	-$6.33K	0.09%	84
2024 Q3	$698K	Sell	15,354 -1,819	-11%	-$78.9K	0.1%	79
2024 Q2	$700K	Sell	17,173 -950	-5%	-$39.2K	0.11%	72
2024 Q1	$765K	Sell	18,123 -1,314	-7%	-$53.6K	0.13%	68
2023 Q4	$791K	Buy	19,437 +6,375	+49%	+$244K	0.14%	65
2023 Q3	$488K	Buy	13,062 +1,405	+12%	+$55.5K	0.1%	86
2023 Q2	$467K	Buy	11,657 +370	+3%	+$14.8K	0.09%	88
2023 Q1	$453K	Sell	11,287 -500	-4%	-$20K	0.09%	85
2022 Q4	$470K	Sell	11,787 -2,003	-15%	-$78.2K	0.1%	81
2022 Q3	$494K	Sell	13,790 -1,242	-8%	-$49.2K	0.11%	78
2022 Q2	$583K	Buy	+15,032	New	+$609K	0.13%	71

Other funds holding FVD

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 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 $288M AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return