Signature Equity Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Signature Equity Partners’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	$69.1K	Sell	1,435 -910	-39%	-$43.4K	0.03%	356
2026 Q1	$110K	Buy	2,345 +18	+0.8%	+$864	0.06%	271
2025 Q4	$107K	Buy	+2,327	New	+$107K	0.06%	259

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 22.9% 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

Signature Equity Partners's FVD Position: Q2 2026 in Review

Signature Equity Partners reduced its First Trust Value Line Dividend Fund (FVD) stake by 39% in Q2 2026, selling an estimated $43.4K and leaving 1,435 shares worth $69.1K. The position accounts for 0.03% of the portfolio, ranked #356.

Signature Equity Partners first reported a position in FVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $110K in Q1 2026. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Signature Equity Partners held 1,435 shares of First Trust Value Line Dividend Fund worth $69.1K as of Q2 2026.
Signature Equity Partners sold 910 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $43.4K.
First Trust Value Line Dividend Fund made up 0.03% of Signature Equity Partners's portfolio in Q2 2026, its #356 holding.
Signature Equity Partners first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's First Trust Value Line Dividend Fund position peaked at $110K in Q1 2026.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.