PWM
FVD icon

Purus Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Purus Wealth Management’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
Q2 		$1.1M Sell
22,744
-5,392
-19% -$257K 0.3% 64
2026
Q1 		$1.32M Sell
28,136
-3,329
-11% -$160K 0.42% 52
2025
Q4 		$1.45M Sell
31,465
-1,342
-4% -$61.6K 0.45% 50
2025
Q3 		$1.52M Sell
32,807
-175
-0.5% -$8.01K 0.48% 50
2025
Q2 		$1.47M Sell
32,982
-363
-1% -$16K 0.51% 49
2025
Q1 		$1.49M Sell
33,345
-461
-1% -$20.5K 0.63% 43
2024
Q4 		$1.48M Buy
33,806
+9,918
+42% +$449K 0.58% 44
2024
Q3 		$1.09M Buy
23,888
+731
+3% +$31.7K 0.46% 45
2024
Q2 		$944K Buy
23,157
+237
+1% +$9.78K 0.42% 44
2024
Q1 		$968K Sell
22,920
-334
-1% -$13.6K 0.48% 44
2023
Q4 		$943K Sell
23,254
-96
-0.4% -$3.68K 0.55% 44
2023
Q3 		$873K Sell
23,350
-237
-1% -$9.36K 0.59% 43
2023
Q2 		$946K Buy
23,587
+9,204
+64% +$368K 0.61% 42
2023
Q1 		$578K Sell
14,383
-233
-2% -$9.34K 0.46% 49
2022
Q4 		$583K Buy
14,616
+125
+0.9% +$4.88K 0.53% 44
2022
Q3 		$519K Sell
14,491
-382
-3% -$15.1K 0.48% 51
2022
Q2 		$577K Sell
14,873
-370
-2% -$15K 0.51% 49
2022
Q1 		$645K Sell
15,243
-225
-1% -$9.36K 0.45% 54
2021
Q4 		$666K Buy
15,468
+10,344
+202% +$428K 0.42% 60
2021
Q3 		$201K Buy
+5,124
New +$208K 0.14% 98

Other funds holding FVD

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return