SNWA
FVD icon

Siligmueller & Norvid Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		– Sell
-13,580
Closed -$612K – 183
2025
Q2 		$612K Buy
13,580
+16
+0.1% +$704 0.24% 65
2025
Q1 		$605K Buy
13,564
+17
+0.1% +$756 0.26% 63
2024
Q4 		$591K Buy
+13,547
New +$613K 0.25% 66

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's FVD Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2025, closing a stake of 13,580 shares — an estimated $612K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in FVD in Q4 2024 and held it in 3 quarters. The position peaked at $612K in Q2 2025. 582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 13,580 First Trust Value Line Dividend Fund shares in Q3 2025, an estimated $612K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $612K in Q2 2025.
  • 582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.