SHP Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

SHP Wealth Management’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	$5.49K	Buy	+117	New	+$5.62K	﹤0.01%	1045

Other funds holding FVD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's FVD Position: Q1 2026 in Review

SHP Wealth Management opened a new position in First Trust Value Line Dividend Fund (FVD) in Q1 2026: 117 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

633 funds tracked by Wall St. Rank hold FVD as of Q1 2026.

SHP Wealth Management held 117 shares of First Trust Value Line Dividend Fund worth $5.49K as of Q1 2026.
First Trust Value Line Dividend Fund was a new SHP Wealth Management position in Q1 2026.
First Trust Value Line Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1045 holding.
633 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.