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Moisand Fitzgerald Tamayo’s First Trust Value Line Dividend Fund FVD Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-849
Closed -$37.1K – 600
2024
Q4 		$37.1K Hold
849
– – 0.01% 218
2024
Q3 		$38.6K Buy
+849
New +$36.8K 0.01% 217

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FVD Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2025, closing a stake of 849 shares — an estimated $37.1K sold.

Moisand Fitzgerald Tamayo first reported a position in FVD in Q3 2024 and held it in 2 quarters. The position peaked at $38.6K in Q3 2024. 583 funds tracked by Wall St. Rank hold FVD as of Q1 2025.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Value Line Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 849 First Trust Value Line Dividend Fund shares in Q1 2025, an estimated $37.1K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's First Trust Value Line Dividend Fund position peaked at $38.6K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.