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 Q2	$13.1K	Hold	271	–	–	﹤0.01%	1453
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

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

Salomon & Ludwin's FVD Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2026 at 271 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Salomon & Ludwin first reported a position in FVD in Q3 2023 and has held it in 12 quarters since. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Salomon & Ludwin held 271 shares of First Trust Value Line Dividend Fund worth $13.1K as of Q2 2026.
Salomon & Ludwin left its First Trust Value Line Dividend Fund share count unchanged in Q2 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1453 holding.
Salomon & Ludwin first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and has held it in 12 quarters since.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.