LifeSteps Financial’s First Trust Value Line Dividend Fund FVD Stock Holding History

LifeSteps Financial’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	$91.6K	Buy	+1,901	New	+$90.6K	0.04%	159

Other funds holding FVD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LifeSteps Financial's FVD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 1,901 shares worth $91.6K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings.

287 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

LifeSteps Financial held 1,901 shares of First Trust Value Line Dividend Fund worth $91.6K as of Q2 2026.
First Trust Value Line Dividend Fund was a new LifeSteps Financial position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #159 holding.
287 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.