Skyview Financial Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Skyview Financial Group’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 Q4	$533K	Buy	+11,574	New	+$531K	0.55%	42

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Skyview Financial Group's FVD Position: Q4 2025 in Review

Skyview Financial Group opened a new position in First Trust Value Line Dividend Fund (FVD) in Q4 2025: 11,574 shares worth $533K. The stake represents 0.55% of the portfolio and ranks #42 among its holdings.

619 funds tracked by Wall St. Rank hold FVD as of Q4 2025.

Skyview Financial Group held 11,574 shares of First Trust Value Line Dividend Fund worth $533K as of Q4 2025.
First Trust Value Line Dividend Fund was a new Skyview Financial Group position in Q4 2025.
First Trust Value Line Dividend Fund made up 0.55% of Skyview Financial Group's portfolio in Q4 2025, its #42 holding.
619 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.