KPP Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
KPP Advisory Services's FVD Position: Q2 2026 in Review
KPP Advisory Services increased its First Trust Value Line Dividend Fund (FVD) stake by 2.9% in Q2 2026, buying an estimated $102K and bringing the position to 76,225 shares worth $3.67M. The position accounts for 0.46% of the portfolio, ranked #54.
KPP Advisory Services first reported a position in FVD in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.73M in Q1 2024. 639 funds tracked by Wall St. Rank hold FVD as of Q2 2026.
- KPP Advisory Services held 76,225 shares of First Trust Value Line Dividend Fund worth $3.67M as of Q2 2026.
- KPP Advisory Services bought 2,140 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $102K.
- First Trust Value Line Dividend Fund made up 0.46% of KPP Advisory Services's portfolio in Q2 2026, its #54 holding.
- KPP Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and has held it in 11 quarters since.
- KPP Advisory Services's First Trust Value Line Dividend Fund position peaked at $7.73M in Q1 2024.
- 639 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.
Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.