Laidlaw Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Laidlaw Wealth Management’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 Q1	–	Sell	-14,850	Closed	-$648K	–	87
2024 Q4	$648K	Buy	14,850 +210	+1%	+$9.5K	0.28%	88
2024 Q3	$666K	Buy	14,640 +597	+4%	+$25.9K	0.33%	83
2024 Q2	$572K	Buy	14,043 +696	+5%	+$28.7K	0.31%	87
2024 Q1	$564K	Buy	13,347 +1,273	+11%	+$52K	0.31%	98
2023 Q4	$490K	Sell	12,074 -1,134	-9%	-$43.5K	0.18%	132
2023 Q3	$494K	Buy	+13,208	New	+$522K	0.16%	146

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laidlaw Wealth Management's FVD Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2025, closing a stake of 14,850 shares — an estimated $648K sold.

Laidlaw Wealth Management first reported a position in FVD in Q3 2023 and held it in 6 quarters. The position peaked at $666K in Q3 2024. 583 funds tracked by Wall St. Rank hold FVD as of Q1 2025.

Laidlaw Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 14,850 First Trust Value Line Dividend Fund shares in Q1 2025, an estimated $648K.
Laidlaw Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's First Trust Value Line Dividend Fund position peaked at $666K in Q3 2024.
583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.