MIFH
FVD icon

Migdal Insurance & Financial Holdings’s First Trust Value Line Dividend Fund FVD Stock Holding History

Migdal Insurance & Financial Holdings’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 		$64.9K Sell
1,347
-136
-9% -$6.48K ﹤0.01% 271
2026
Q1 		$69.7K Hold
1,483
– – ﹤0.01% 267
2025
Q4 		$68K Hold
1,483
– – ﹤0.01% 252
2025
Q3 		$69K Sell
1,483
-708
-32% -$32.4K ﹤0.01% 254
2025
Q2 		$98K Sell
2,191
-258
-11% -$11.3K ﹤0.01% 232
2025
Q1 		$109K Sell
2,449
-53
-2% -$2.35K ﹤0.01% 246
2024
Q4 		$109K Sell
2,502
-349
-12% -$15.8K ﹤0.01% 227
2024
Q3 		$130K Sell
2,851
-1,188
-29% -$51.5K ﹤0.01% 225
2024
Q2 		$165K Sell
4,039
-1,640
-29% -$67.7K ﹤0.01% 221
2024
Q1 		$240K Sell
5,679
-642
-10% -$26.2K ﹤0.01% 202
2023
Q4 		$256K Buy
6,321
+322
+5% +$12.3K 0.01% 221
2023
Q3 		$224K Buy
5,999
+3,555
+145% +$140K ﹤0.01% 223
2023
Q2 		$98K Sell
2,444
-41,516
-94% -$1.66M ﹤0.01% 263
2023
Q1 		$1.76M Sell
43,960
-77,050
-64% -$3.09M 0.04% 121
2022
Q4 		$4.83M Buy
121,010
+3,326
+3% +$130K 0.11% 79
2022
Q3 		$4.24M Buy
117,684
+48,807
+71% +$1.93M 0.1% 88
2022
Q2 		$2.67M Buy
+68,877
New +$2.79M 0.06% 92

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

Migdal Insurance & Financial Holdings's FVD Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its First Trust Value Line Dividend Fund (FVD) stake by 9.2% in Q2 2026, selling an estimated $6.48K and leaving 1,347 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Migdal Insurance & Financial Holdings first reported a position in FVD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.83M in Q4 2022. 639 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 1,347 shares of First Trust Value Line Dividend Fund worth $64.9K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 136 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $6.48K.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #271 holding.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Value Line Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • Migdal Insurance & Financial Holdings's First Trust Value Line Dividend Fund position peaked at $4.83M in Q4 2022.
  • 639 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.