Investors Research Corp’s First Trust Value Line Dividend Fund FVD Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-842	Closed	-$37.6K	–	901
2025 Q2	$37.6K	Hold	842	–	–	0.01%	502
2025 Q1	$37.5K	Hold	842	–	–	0.01%	496
2024 Q4	$36.7K	Hold	842	–	–	0.01%	510
2024 Q3	$38.3K	Sell	842 -143	-15%	-$6.2K	0.01%	512
2024 Q2	$40.1K	Buy	985 +143	+17%	+$5.9K	0.01%	523
2024 Q1	$35.6K	Buy	842 +526	+166%	+$21.5K	0.01%	543
2023 Q4	$12.8K	Hold	316	–	–	﹤0.01%	709
2023 Q3	$11.8K	Hold	316	–	–	﹤0.01%	724
2023 Q2	$12.7K	Hold	316	–	–	﹤0.01%	723
2023 Q1	$12.7K	Hold	316	–	–	﹤0.01%	735
2022 Q4	$12.6K	Hold	316	–	–	﹤0.01%	735
2022 Q3	$11K	Hold	316	–	–	﹤0.01%	731
2022 Q2	$12K	Hold	316	–	–	﹤0.01%	730
2022 Q1	$13K	Hold	316	–	–	﹤0.01%	724
2021 Q4	$14K	Hold	316	–	–	﹤0.01%	715
2021 Q3	$12K	Hold	316	–	–	﹤0.01%	753
2021 Q2	$13K	Buy	+316	New	+$12.6K	﹤0.01%	734

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investors Research Corp's FVD Position: Q3 2025 in Review

Investors Research Corp sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2025, closing a stake of 842 shares — an estimated $37.6K sold.

Investors Research Corp first reported a position in FVD in Q2 2021 and held it in 17 quarters. The position peaked at $40.1K in Q2 2024. 582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

Investors Research Corp reported no remaining First Trust Value Line Dividend Fund position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 842 First Trust Value Line Dividend Fund shares in Q3 2025, an estimated $37.6K.
Investors Research Corp first reported a position in First Trust Value Line Dividend Fund in Q2 2021 and held it in 17 quarters.
Investors Research Corp's First Trust Value Line Dividend Fund position peaked at $40.1K in Q2 2024.
582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.