MMHP
FVD icon

Murphy Middleton Hinkle & Parker’s First Trust Value Line Dividend Fund FVD Stock Holding History

Murphy Middleton Hinkle & Parker’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 		$1.43M Buy
29,739
+6,700
+29% +$319K 0.58% 50
2026
Q1 		$1.08M Buy
+23,039
New +$1.11M 0.5% 61
2025
Q4 		– Sell
-16,942
Closed -$783K – 167
2025
Q3 		$783K Buy
16,942
+49
+0.3% +$2.24K 0.38% 74
2025
Q2 		$753K Hold
16,893
– – 0.42% 70
2025
Q1 		$753K Buy
16,893
+25
+0.1% +$1.11K 0.42% 70
2024
Q4 		$736K Sell
16,868
-354
-2% -$16K 0.42% 73
2024
Q3 		$783K Buy
17,222
+21
+0.1% +$911 0.42% 70
2024
Q2 		$701K Buy
17,201
+29
+0.2% +$1.2K 0.41% 71
2024
Q1 		$725K Buy
17,172
+48
+0.3% +$1.96K 0.42% 72
2023
Q4 		$695K Buy
17,124
+21
+0.1% +$805 0.43% 71
2023
Q3 		$639K Hold
17,103
– – 0.41% 73
2023
Q2 		$686K Buy
17,103
+27
+0.2% +$1.08K 0.43% 73
2023
Q1 		$686K Buy
17,076
+21
+0.1% +$841 0.43% 73
2022
Q4 		$681K Buy
17,055
+28
+0.2% +$1.09K 0.43% 69
2022
Q3 		$609K Buy
17,027
+22
+0.1% +$871 0.42% 75
2022
Q2 		$660K Buy
17,005
+18
+0.1% +$730 0.43% 75
2022
Q1 		$719K Buy
16,987
+17
+0.1% +$707 0.39% 82
2021
Q4 		$730K Sell
16,970
-688
-4% -$28.5K 0.39% 78
2021
Q3 		$692K Buy
17,658
+19
+0.1% +$771 0.4% 78
2021
Q2 		$702K Buy
17,639
+22
+0.1% +$875 0.39% 80
2021
Q1 		$669K Buy
17,617
+22
+0.1% +$795 0.39% 78
2020
Q4 		$617K Buy
17,595
+28
+0.2% +$947 0.41% 74
2020
Q3 		$553K Sell
17,567
-404
-2% -$12.8K 0.4% 74
2020
Q2 		$545K Buy
17,971
+32
+0.2% +$952 0.4% 76
2020
Q1 		$497K Buy
17,939
+25
+0.1% +$840 0.44% 71
2019
Q4 		$645K Buy
17,914
+28
+0.2% +$986 0.43% 68
2019
Q3 		$624K Buy
17,886
+22
+0.1% +$750 0.44% 68
2019
Q2 		$603K Buy
17,864
+20
+0.1% +$662 0.43% 72
2019
Q1 		$579K Buy
17,844
+35
+0.2% +$1.1K 0.4% 72
2018
Q4 		$518K Buy
17,809
+23
+0.1% +$707 0.4% 71
2018
Q3 		$563K Buy
17,786
+27
+0.2% +$850 0.4% 74
2018
Q2 		$538K Sell
17,759
-280
-2% -$8.42K 0.4% 73
2018
Q1 		$539K Sell
18,039
-292
-2% -$8.89K 0.42% 70
2017
Q4 		$566K Buy
+18,331
New +$558K 0.42% 69

Other funds holding FVD

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return