SIAS
FVD icon

Summit Investment Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Summit Investment Advisory Services’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 		– Sell
-7,381
Closed -$340K – 83
2025
Q4 		$340K Buy
7,381
+12
+0.2% +$551 0.13% 52
2025
Q3 		$341K Sell
7,369
-3
-0% -$137 0.14% 50
2025
Q2 		$330K Buy
7,372
+9
+0.1% +$396 0.14% 48
2025
Q1 		$328K Buy
7,363
+110
+2% +$4.89K 0.16% 50
2024
Q4 		$317K Buy
7,253
+10
+0.1% +$453 0.16% 52
2024
Q3 		$329K Buy
+7,243
New +$314K 0.17% 50
2024
Q2 		– Sell
-7,700
Closed -$325K – 60
2024
Q1 		$325K Sell
7,700
-2,293
-23% -$93.6K 0.19% 49
2023
Q4 		$405K Sell
9,993
-901
-8% -$34.6K 0.26% 42
2023
Q3 		$407K Buy
10,894
+553
+5% +$21.8K 0.3% 34
2023
Q2 		$415K Sell
10,341
-257
-2% -$10.3K 0.27% 36
2023
Q1 		$426K Buy
10,598
+313
+3% +$12.5K 0.3% 34
2022
Q4 		$410K Buy
+10,285
New +$402K 0.5% 32

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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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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