Quest 10 Wealth Builders’s First Trust Value Line Dividend Fund FVD Stock Holding History

Quest 10 Wealth Builders’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	$21.7K	Buy	451 +31	+7%	+$1.48K	0.02%	338
2026 Q1	$19.8K	Sell	420 -51	-11%	-$2.45K	0.02%	360
2025 Q4	$21.7K	Hold	471	–	–	0.02%	312
2025 Q3	$21.8K	Hold	471	–	–	0.02%	279
2025 Q2	$21.1K	Hold	471	–	–	0.02%	290
2025 Q1	$21K	Sell	471 -61	-11%	-$2.71K	0.02%	261
2024 Q4	$23.2K	Buy	+532	New	+$24.1K	0.02%	282

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Quest 10 Wealth Builders's FVD Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its First Trust Value Line Dividend Fund (FVD) stake by 7.4% in Q2 2026, buying an estimated $1.48K and bringing the position to 451 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #338.

Quest 10 Wealth Builders first reported a position in FVD in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.2K in Q4 2024. 641 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Quest 10 Wealth Builders held 451 shares of First Trust Value Line Dividend Fund worth $21.7K as of Q2 2026.
Quest 10 Wealth Builders bought 31 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $1.48K.
First Trust Value Line Dividend Fund made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #338 holding.
Quest 10 Wealth Builders first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's First Trust Value Line Dividend Fund position peaked at $23.2K in Q4 2024.
641 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.