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

Litman Gregory 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 Q4	$19.6K	Buy	+425	New	+$19.5K	﹤0.01%	272

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

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

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

Litman Gregory Wealth Management's FVD Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in First Trust Value Line Dividend Fund (FVD) in Q4 2025: 425 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

621 funds tracked by Wall St. Rank hold FVD as of Q4 2025.

Litman Gregory Wealth Management held 425 shares of First Trust Value Line Dividend Fund worth $19.6K as of Q4 2025.
First Trust Value Line Dividend Fund was a new Litman Gregory Wealth Management position in Q4 2025.
First Trust Value Line Dividend Fund made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #272 holding.
621 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.