Strategic Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Strategic Wealth 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	$23.8K	Buy	494 +466	+1,664%	+$22.2K	﹤0.01%	706
2026 Q1	$1.32K	Sell	28 -46	-62%	-$2.21K	﹤0.01%	1207
2025 Q4	$3.41K	Buy	74 +46	+164%	+$2.11K	﹤0.01%	1120
2025 Q3	$1.29K	Hold	28	–	–	﹤0.01%	1202
2025 Q2	$1.25K	Buy	+28	New	+$1.23K	﹤0.01%	1035
2019 Q4	–	Sell	-362	Closed	-$12	–	265
2019 Q3	$12	Buy	+362	New	+$12.3K	﹤0.01%	487

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 22.96% 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

Strategic Wealth Partners's FVD Position: Q2 2026 in Review

Strategic Wealth Partners increased its First Trust Value Line Dividend Fund (FVD) stake by 1,664% in Q2 2026, buying an estimated $22.2K and bringing the position to 494 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Strategic Wealth Partners first reported a position in FVD in Q3 2019 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Strategic Wealth Partners held 494 shares of First Trust Value Line Dividend Fund worth $23.8K as of Q2 2026.
Strategic Wealth Partners bought 466 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $22.2K.
First Trust Value Line Dividend Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #706 holding.
Strategic Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2019 and has held it in 6 quarters since.
637 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.