Salomon & Ludwin’s First Trust Value Line Dividend Fund FVD Stock Holding History

Salomon & Ludwin’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	$12.8K	Hold	271	–	–	﹤0.01%	1389
2025 Q4	$12.6K	Hold	271	–	–	﹤0.01%	1286
2025 Q3	$12.5K	Hold	271	–	–	﹤0.01%	1144
2025 Q2	$12.3K	Hold	271	–	–	﹤0.01%	460
2025 Q1	$12.1K	Hold	271	–	–	﹤0.01%	430
2024 Q4	$11.8K	Hold	271	–	–	﹤0.01%	429
2024 Q3	$12.3K	Hold	271	–	–	﹤0.01%	428
2024 Q2	$11K	Hold	271	–	–	﹤0.01%	433
2024 Q1	$11.4K	Hold	271	–	–	﹤0.01%	545
2023 Q4	$10.1K	Hold	271	–	–	﹤0.01%	491
2023 Q3	$10.1K	Buy	+271	New	+$10.7K	﹤0.01%	490
2019 Q3	–	Hold	0	–	–	–	215
2019 Q2	–	Hold	0	–	–	–	235

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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