Lugano Financial Advisors SA (LFA)’s First Trust Value Line Dividend Fund FVD Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$26.5K	Buy	+550	New	+$26.2K	0.02%	198

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 22.96% 1-Year Est. Return

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

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

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

Lugano Financial Advisors SA (LFA)'s FVD Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 550 shares worth $26.5K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

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

Lugano Financial Advisors SA (LFA) held 550 shares of First Trust Value Line Dividend Fund worth $26.5K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #198 holding.
637 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.