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

Prasad Wealth 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 		$243K Buy
5,159
+463
+10% +$22.2K 0.07% 126
2025
Q4 		$216K Buy
4,696
+73
+2% +$3.35K 0.06% 138
2025
Q3 		$214K Buy
+4,623
New +$212K 0.06% 132

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Prasad Wealth Partners's FVD Position: Q1 2026 in Review

Prasad Wealth Partners increased its First Trust Value Line Dividend Fund (FVD) stake by 9.9% in Q1 2026, buying an estimated $22.2K and bringing the position to 5,159 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #126.

Prasad Wealth Partners first reported a position in FVD in Q3 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold FVD as of Q1 2026.

  • Prasad Wealth Partners held 5,159 shares of First Trust Value Line Dividend Fund worth $243K as of Q1 2026.
  • Prasad Wealth Partners bought 463 First Trust Value Line Dividend Fund shares in Q1 2026, an estimated $22.2K.
  • First Trust Value Line Dividend Fund made up 0.07% of Prasad Wealth Partners's portfolio in Q1 2026, its #126 holding.
  • Prasad Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.