Next Level Wealth Planning’s First Trust Value Line Dividend Fund FVD Stock Holding History

Next Level Wealth Planning’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	$111K	Buy	+2,367	New	+$117K	0.05%	105

Other funds holding FVD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's FVD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2026: 2,367 shares worth $111K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings.

379 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

Next Level Wealth Planning held 2,367 shares of First Trust Value Line Dividend Fund worth $111K as of Q3 2026.
First Trust Value Line Dividend Fund was a new Next Level Wealth Planning position in Q3 2026.
First Trust Value Line Dividend Fund made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #105 holding.
379 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.