Stenger Family Office’s First Trust Value Line Dividend Fund FVD Stock Holding History

Stenger Family Office’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	$245K	Buy	+5,094	New	+$243K	0.04%	112

Other funds holding FVD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stenger Family Office's FVD Position: Q2 2026 in Review

Stenger Family Office opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 5,094 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings.

201 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Stenger Family Office held 5,094 shares of First Trust Value Line Dividend Fund worth $245K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Stenger Family Office position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.04% of Stenger Family Office's portfolio in Q2 2026, its #112 holding.
201 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.