IDA
FVD icon

Intelligence Driven Advisers’s First Trust Value Line Dividend Fund FVD Stock Holding History

Intelligence Driven Advisers’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 		$316K Hold
6,732
– – 0.05% 102
2026
Q2 		$324K Hold
6,732
– – 0.05% 99
2026
Q1 		$317K Hold
6,732
– – 0.06% 92
2025
Q4 		$310K Buy
+6,732
New +$309K 0.04% 97

Other funds holding FVD

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Intelligence Driven Advisers's FVD Position: Q3 2026 in Review

Intelligence Driven Advisers held its First Trust Value Line Dividend Fund (FVD) position steady in Q3 2026 at 6,732 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #102.

Intelligence Driven Advisers first reported a position in FVD in Q4 2025 and has held it in 4 quarters since. The position peaked at $324K in Q2 2026. 24 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Intelligence Driven Advisers held 6,732 shares of First Trust Value Line Dividend Fund worth $316K as of Q3 2026.
  • Intelligence Driven Advisers left its First Trust Value Line Dividend Fund share count unchanged in Q3 2026.
  • First Trust Value Line Dividend Fund made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #102 holding.
  • Intelligence Driven Advisers first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Intelligence Driven Advisers's First Trust Value Line Dividend Fund position peaked at $324K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.