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

Mosley 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 		$16.1K Buy
335
+127
+61% +$6.05K 0.01% 339
2026
Q1 		$9.62K Buy
+208
New +$9.99K ﹤0.01% 309

Other funds holding FVD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Mosley Wealth Management increased its First Trust Value Line Dividend Fund (FVD) stake by 61% in Q2 2026, buying an estimated $6.05K and bringing the position to 335 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #339.

Mosley Wealth Management first reported a position in FVD in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Mosley Wealth Management held 335 shares of First Trust Value Line Dividend Fund worth $16.1K as of Q2 2026.
  • Mosley Wealth Management bought 127 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $6.05K.
  • First Trust Value Line Dividend Fund made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Mosley Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.