NP
FVD icon

Nilsine Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Nilsine Partners’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
Q1 		$249K Sell
5,231
-275
-5% -$13.2K 0.02% 364
2025
Q4 		$254K Buy
5,506
+7
+0.1% +$321 0.02% 352
2025
Q3 		$254K Hold
5,499
– – 0.02% 348
2025
Q2 		$246K Sell
5,499
-550
-9% -$24.2K 0.02% 345
2025
Q1 		$270K Hold
6,049
– – 0.03% 317
2024
Q4 		$264K Buy
6,049
+560
+10% +$25.3K 0.03% 327
2024
Q3 		$250K Sell
5,489
-100
-2% -$4.34K 0.03% 303
2024
Q2 		$228K Hold
5,589
– – 0.03% 305
2024
Q1 		$236K Hold
5,589
– – 0.03% 309
2023
Q4 		$227K Sell
5,589
-500
-8% -$19.2K 0.03% 301
2023
Q3 		$228K Buy
6,089
+956
+19% +$37.8K 0.03% 314
2023
Q2 		$206K Sell
5,133
-504
-9% -$20.2K 0.03% 335
2023
Q1 		$226K Buy
+5,637
New +$226K 0.04% 316

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return