Ritter Daniher Financial Advisory’s First Trust Value Line Dividend Fund FVD Stock Holding History

Ritter Daniher Financial Advisory’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	$13.1K	Buy	273 +127	+87%	+$6.05K	﹤0.01%	402
2026 Q1	$6.86K	Sell	146 -99	-40%	-$4.75K	﹤0.01%	476
2025 Q4	$11.3K	Buy	+245	New	+$11.2K	﹤0.01%	405
2022 Q2	–	Sell	-200	Closed	-$8K	–	254
2022 Q1	$8K	Buy	+200	New	+$8.32K	0.01%	181

Other funds holding FVD

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return