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Little House Capital’s First Trust Value Line Dividend Fund FVD Stock Holding History

Little House Capital’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
Q2 		– Sell
-4,982
Closed -$222K – 127
2025
Q1 		$222K Buy
+4,982
New +$221K 0.06% 128
2019
Q2 		– Sell
-2,000
Closed -$64K – 161
2019
Q1 		$64K Buy
+2,000
New +$62.6K 0.05% 152

Other funds holding FVD

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Little House Capital's FVD Position: Q2 2025 in Review

Little House Capital sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2025, closing a stake of 4,982 shares — an estimated $222K sold.

Little House Capital first reported a position in FVD in Q1 2019 and held it in 2 quarters. The position peaked at $222K in Q1 2025. 581 funds tracked by Wall St. Rank hold FVD as of Q2 2025.

  • Little House Capital reported no remaining First Trust Value Line Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Little House Capital sold 4,982 First Trust Value Line Dividend Fund shares in Q2 2025, an estimated $222K.
  • Little House Capital first reported a position in First Trust Value Line Dividend Fund in Q1 2019 and held it in 2 quarters.
  • Little House Capital's First Trust Value Line Dividend Fund position peaked at $222K in Q1 2025.
  • 581 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.