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 Q3	$12.7K	Hold	271	–	–	﹤0.01%	1217
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salomon & Ludwin's FVD Position: Q3 2026 in Review

Salomon & Ludwin held its First Trust Value Line Dividend Fund (FVD) position steady in Q3 2026 at 271 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Salomon & Ludwin first reported a position in FVD in Q3 2023 and has held it in 13 quarters since. The position peaked at $13.1K in Q2 2026. 379 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

Salomon & Ludwin held 271 shares of First Trust Value Line Dividend Fund worth $12.7K as of Q3 2026.
Salomon & Ludwin left its First Trust Value Line Dividend Fund share count unchanged in Q3 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1217 holding.
Salomon & Ludwin first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's First Trust Value Line Dividend Fund position peaked at $13.1K in Q2 2026.
379 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.