KFA Private Wealth Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

KFA Private Wealth Group’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	$260K	Sell	5,390 -375	-7%	-$17.9K	0.06%	130
2026 Q1	$271K	Hold	5,765	–	–	0.07%	136
2025 Q4	$266K	Sell	5,765 -295	-5%	-$13.5K	0.06%	130
2025 Q3	$280K	Sell	6,060 -498	-8%	-$22.8K	0.08%	119
2025 Q2	$293K	Buy	+6,558	New	+$288K	0.09%	103

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KFA Private Wealth Group's FVD Position: Q2 2026 in Review

KFA Private Wealth Group reduced its First Trust Value Line Dividend Fund (FVD) stake by 6.5% in Q2 2026, selling an estimated $17.9K and leaving 5,390 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #130.

KFA Private Wealth Group first reported a position in FVD in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q2 2025. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

KFA Private Wealth Group held 5,390 shares of First Trust Value Line Dividend Fund worth $260K as of Q2 2026.
KFA Private Wealth Group sold 375 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $17.9K.
First Trust Value Line Dividend Fund made up 0.06% of KFA Private Wealth Group's portfolio in Q2 2026, its #130 holding.
KFA Private Wealth Group first reported a position in First Trust Value Line Dividend Fund in Q2 2025 and has held it in 5 quarters since.
KFA Private Wealth Group's First Trust Value Line Dividend Fund position peaked at $293K in Q2 2025.
641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.