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Merkkuri Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-58
Closed -$2.71K – 177
2026
Q1 		$2.71K Buy
+58
New +$2.79K ﹤0.01% 294

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merkkuri Wealth Advisors's FVD Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2026, closing a stake of 58 shares — an estimated $2.71K sold.

Merkkuri Wealth Advisors first reported a position in FVD in Q1 2026 and held it in 1 quarter. The position peaked at $2.71K in Q1 2026. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 58 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $2.71K.
  • Merkkuri Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $2.71K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.