Nemes Rush Group
FVD icon

Nemes Rush Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Nemes Rush Group’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
Q3 		$56.1K Buy
1,195
+6
+0.5% +$298 ﹤0.01% 339
2026
Q2 		$57.3K Buy
1,189
+8
+0.7% +$381 ﹤0.01% 360
2026
Q1 		$55.6K Buy
1,181
+6
+0.5% +$288 0.01% 343
2025
Q4 		$54.1K Buy
1,175
+8
+0.7% +$367 0.01% 335
2025
Q3 		$54K Buy
1,167
+6
+0.5% +$275 0.01% 314
2025
Q2 		$51.9K Buy
1,161
+7
+0.6% +$308 0.01% 322
2025
Q1 		$51.5K Buy
1,154
+7
+0.6% +$311 0.01% 313
2024
Q4 		$50.1K Buy
1,147
+7
+0.6% +$317 0.01% 311
2024
Q3 		$48.1K Hold
1,140
– – 0.01% 264
2024
Q2 		$46.5K Hold
1,140
– – 0.01% 268
2024
Q1 		$48.1K Hold
1,140
– – 0.01% 276
2023
Q4 		$46.2K Hold
1,140
– – 0.01% 262
2023
Q3 		$42.6K Hold
1,140
– – 0.01% 269
2023
Q2 		$45.7K Buy
+1,140
New +$45.6K 0.01% 276

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Truist Financial
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Cambridge Investment Research Advisors
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Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New England Private Wealth Advisors
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Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Nemes Rush Group's FVD Position: Q3 2026 in Review

Nemes Rush Group increased its First Trust Value Line Dividend Fund (FVD) stake by 0.5% in Q3 2026, buying an estimated $298 and bringing the position to 1,195 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Nemes Rush Group first reported a position in FVD in Q2 2023 and has held it in 14 quarters since. The position peaked at $57.3K in Q2 2026. 433 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Nemes Rush Group held 1,195 shares of First Trust Value Line Dividend Fund worth $56.1K as of Q3 2026.
  • Nemes Rush Group bought 6 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $298.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of Nemes Rush Group's portfolio in Q3 2026, its #339 holding.
  • Nemes Rush Group first reported a position in First Trust Value Line Dividend Fund in Q2 2023 and has held it in 14 quarters since.
  • Nemes Rush Group's First Trust Value Line Dividend Fund position peaked at $57.3K in Q2 2026.
  • 433 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.