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Sound Income Strategies’s First Trust Value Line Dividend Fund FVD Stock Holding History

Sound Income Strategies’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 		$231K Sell
4,908
-920
-16% -$44.2K 0.01% 380
2025
Q4 		$277K Buy
5,828
+5,428
+1,357% +$249K 0.01% 342
2025
Q3 		$18.3K Hold
400
– – ﹤0.01% 827
2025
Q2 		$17.9K Sell
400
-84
-17% -$3.69K ﹤0.01% 777
2025
Q1 		$21.6K Buy
+484
New +$21.5K ﹤0.01% 704
2024
Q4 		– Hold
0
– – – 1474
2024
Q3 		– Sell
-2,835
Closed -$123K – 1401
2024
Q2 		$116K Buy
2,835
+2,821
+20,150% +$116K 0.01% 310
2024
Q1 		$593 Buy
+14
New +$572 ﹤0.01% 1224
2023
Q4 		– Hold
0
– – – 1317
2023
Q3 		– Sell
-204
Closed -$8.06K – 1149
2023
Q2 		$8.2K Buy
+204
New +$8.16K ﹤0.01% 617
2019
Q2 		– Sell
-221
Closed -$7K – 694
2019
Q1 		$7K Hold
221
– – ﹤0.01% 391
2018
Q4 		$6K Hold
221
– – ﹤0.01% 411
2018
Q3 		$7K Hold
221
– – ﹤0.01% 409
2018
Q2 		$7K Buy
+221
New +$6.64K ﹤0.01% 375

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return