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

Scarborough Advisors’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	–	Sell	-532	Closed	-$25K	–	345
2026 Q1	$25K	Buy	532 +3	+0.6%	+$144	﹤0.01%	314
2025 Q4	$24.4K	Buy	529 +4	+0.8%	+$184	﹤0.01%	184
2025 Q3	$24.3K	Buy	525 +3	+0.6%	+$137	﹤0.01%	179
2025 Q2	$23.3K	Buy	+522	New	+$23K	﹤0.01%	181
2024 Q3	–	Sell	-511	Closed	-$20.8K	–	254
2024 Q2	$20.8K	Buy	511 +4	+0.8%	+$165	0.01%	157
2024 Q1	$21.4K	Buy	507 +6	+1%	+$245	0.01%	153
2023 Q4	$20.3K	Buy	+501	New	+$19.2K	﹤0.01%	280

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

Scarborough Advisors's FVD Position: Q2 2026 in Review

Scarborough Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2026, closing a stake of 532 shares — an estimated $25K sold.

Scarborough Advisors first reported a position in FVD in Q4 2023 and held it in 7 quarters. The position peaked at $25K in Q1 2026. 637 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Scarborough Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 532 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $25K.
Scarborough Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's First Trust Value Line Dividend Fund position peaked at $25K in Q1 2026.
637 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.