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

Integrated Advisors Network’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 		$514K Sell
10,952
-46
-0.4% -$2.28K 0.02% 461
2026
Q2 		$530K Sell
10,998
-1,622
-13% -$77.3K 0.02% 449
2026
Q1 		$594K Sell
12,620
-2,205
-15% -$106K 0.03% 430
2025
Q4 		$683K Sell
14,825
-1,248
-8% -$57.3K 0.03% 418
2025
Q3 		$743K Sell
16,073
-410
-2% -$18.8K 0.03% 429
2025
Q2 		$737K Sell
16,483
-2,262
-12% -$99.5K 0.03% 421
2025
Q1 		$836K Sell
18,745
-2,098
-10% -$93.2K 0.04% 348
2024
Q4 		$910K Sell
20,843
-2,299
-10% -$104K 0.04% 318
2024
Q3 		$1.05M Sell
23,142
-1,462
-6% -$63.4K 0.05% 306
2024
Q2 		$1M Sell
24,604
-1,394
-5% -$57.5K 0.05% 305
2024
Q1 		$1.1M Buy
25,998
+1,023
+4% +$41.8K 0.06% 296
2023
Q4 		$1.01M Sell
24,975
-617
-2% -$23.7K 0.06% 290
2023
Q3 		$957K Buy
25,592
+1,036
+4% +$40.9K 0.06% 289
2023
Q2 		$984K Sell
24,556
-1,671
-6% -$66.9K 0.06% 295
2023
Q1 		$1.05M Sell
26,227
-2,724
-9% -$109K 0.06% 283
2022
Q4 		$1.16M Sell
28,951
-8,247
-22% -$322K 0.07% 262
2022
Q3 		$1.33M Buy
37,198
+329
+0.9% +$13K 0.09% 233
2022
Q2 		$1.43M Buy
36,869
+6,380
+21% +$259K 0.09% 228
2022
Q1 		$1.29M Buy
30,489
+3,858
+14% +$161K 0.08% 262
2021
Q4 		$1.15M Buy
26,631
+362
+1% +$15K 0.07% 255
2021
Q3 		$1.03M Buy
26,269
+17,116
+187% +$695K 0.07% 249
2021
Q2 		$364K Buy
9,153
+1,501
+20% +$59.7K 0.03% 426
2021
Q1 		$291K Buy
+7,652
New +$277K 0.03% 439

Other funds holding FVD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Integrated Advisors Network's FVD Position: Q3 2026 in Review

Integrated Advisors Network reduced its First Trust Value Line Dividend Fund (FVD) stake by 0.42% in Q3 2026, selling an estimated $2.28K and leaving 10,952 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #461.

Integrated Advisors Network first reported a position in FVD in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.43M in Q2 2022. 433 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Integrated Advisors Network held 10,952 shares of First Trust Value Line Dividend Fund worth $514K as of Q3 2026.
  • Integrated Advisors Network sold 46 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $2.28K.
  • First Trust Value Line Dividend Fund made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #461 holding.
  • Integrated Advisors Network first reported a position in First Trust Value Line Dividend Fund in Q1 2021 and has held it in 23 quarters since.
  • Integrated Advisors Network's First Trust Value Line Dividend Fund position peaked at $1.43M in Q2 2022.
  • 433 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.