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

Maridea 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
2026 Q2	$944K	Buy	19,589 +1,211	+7%	+$57.7K	0.1%	204
2026 Q1	$864K	Buy	18,378 +2,423	+15%	+$116K	0.13%	173
2025 Q4	$735K	Buy	+15,955	New	+$733K	0.11%	186
2025 Q2	–	Sell	-8,328	Closed	-$371K	–	290
2025 Q1	$371K	Sell	8,328 -1,962	-19%	-$87.2K	0.12%	165
2024 Q4	$449K	Buy	+10,290	New	+$466K	0.14%	130

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

Maridea Wealth Management's FVD Position: Q2 2026 in Review

Maridea Wealth Management increased its First Trust Value Line Dividend Fund (FVD) stake by 6.6% in Q2 2026, buying an estimated $57.7K and bringing the position to 19,589 shares worth $944K. The position accounts for 0.1% of the portfolio, ranked #204.

Maridea Wealth Management first reported a position in FVD in Q4 2024 and has held it in 5 quarters since. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Maridea Wealth Management held 19,589 shares of First Trust Value Line Dividend Fund worth $944K as of Q2 2026.
Maridea Wealth Management bought 1,211 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $57.7K.
First Trust Value Line Dividend Fund made up 0.1% of Maridea Wealth Management's portfolio in Q2 2026, its #204 holding.
Maridea Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and has held it in 5 quarters since.
641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.