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

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 22.9% 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

Ritter Daniher Financial Advisory's FVD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its First Trust Value Line Dividend Fund (FVD) stake by 87% in Q2 2026, buying an estimated $6.05K and bringing the position to 273 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Ritter Daniher Financial Advisory first reported a position in FVD in Q1 2022 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Ritter Daniher Financial Advisory held 273 shares of First Trust Value Line Dividend Fund worth $13.1K as of Q2 2026.
Ritter Daniher Financial Advisory bought 127 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $6.05K.
First Trust Value Line Dividend Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #402 holding.
Ritter Daniher Financial Advisory first reported a position in First Trust Value Line Dividend Fund in Q1 2022 and has held it in 4 quarters since.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.