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Savvy Advisors Inc’s First Trust Value Line Dividend Fund FVD Stock Holding History

Savvy Advisors Inc’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 		$1.75M Sell
36,288
-135
-0.4% -$6.43K 0.04% 369
2026
Q1 		$1.71M Buy
36,423
+434
+1% +$20.8K 0.05% 300
2025
Q4 		$1.66M Sell
35,989
-924
-3% -$42.4K 0.05% 263
2025
Q3 		$1.71M Buy
36,913
+4,495
+14% +$206K 0.08% 181
2025
Q2 		$1.45M Buy
32,418
+4,438
+16% +$195K 0.1% 154
2025
Q1 		$1.25M Buy
27,980
+2,375
+9% +$106K 0.13% 135
2024
Q4 		$1.12M Buy
25,605
+702
+3% +$31.8K 0.13% 126
2024
Q3 		$1.13M Buy
24,903
+63
+0.3% +$2.73K 0.23% 87
2024
Q2 		$1.01M Sell
24,840
-9,670
-28% -$399K 0.33% 73
2024
Q1 		$1.46M Buy
34,510
+1,007
+3% +$41.1K 0.84% 23
2023
Q4 		$1.36M Buy
+33,503
New +$1.28M 1.32% 10

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savvy Advisors Inc's FVD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Value Line Dividend Fund (FVD) stake by 0.37% in Q2 2026, selling an estimated $6.43K and leaving 36,288 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #369.

Savvy Advisors Inc first reported a position in FVD in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Savvy Advisors Inc held 36,288 shares of First Trust Value Line Dividend Fund worth $1.75M as of Q2 2026.
  • Savvy Advisors Inc sold 135 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $6.43K.
  • First Trust Value Line Dividend Fund made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #369 holding.
  • Savvy Advisors Inc first reported a position in First Trust Value Line Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 637 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.