Neuberger Berman Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,290
Closed -$231K 2007
2024
Q4
$231K Buy
+5,290
New +$239K ﹤0.01% 1748

Other funds holding FVD

Neuberger Berman Group's FVD Position: Q1 2025 in Review

Neuberger Berman Group sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2025, closing a stake of 5,290 shares — an estimated $231K sold.

Neuberger Berman Group first reported a position in FVD in Q4 2024 and held it in 1 quarter. The position peaked at $231K in Q4 2024. 583 funds tracked by Wall St. Rank hold FVD as of Q1 2025.

  • Neuberger Berman Group reported no remaining First Trust Value Line Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 5,290 First Trust Value Line Dividend Fund shares in Q1 2025, an estimated $231K.
  • Neuberger Berman Group first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Neuberger Berman Group's First Trust Value Line Dividend Fund position peaked at $231K in Q4 2024.
  • 583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.