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

Synovus Financial’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 Q3	$1.01M	Sell	21,834 -723	-3%	-$33.1K	0.01%	519
2025 Q2	$1.01M	Sell	22,557 -1,272	-5%	-$55.9K	0.01%	501
2025 Q1	$1.06M	Sell	23,829 -930	-4%	-$41.3K	0.01%	471
2024 Q4	$1.08M	Sell	24,759 -4,565	-16%	-$207K	0.01%	466
2024 Q3	$1.33M	Buy	29,324 +6,846	+30%	+$297K	0.02%	447
2024 Q2	$916K	Buy	22,478 +5,385	+32%	+$222K	0.01%	471
2024 Q1	$722K	Buy	17,093 +624	+4%	+$25.5K	0.01%	536
2023 Q4	$668K	Buy	16,469 +1,566	+11%	+$60.1K	0.01%	526
2023 Q3	$557K	Buy	14,903 +538	+4%	+$21.3K	0.01%	588
2023 Q2	$576K	Sell	14,365 -25	-0.2%	-$1K	0.01%	575
2023 Q1	$578K	Sell	14,390 -1,750	-11%	-$70.1K	0.01%	569
2022 Q4	$644K	Buy	16,140 +18	+0.1%	+$703	0.01%	556
2022 Q3	$577K	Sell	16,122 -5,292	-25%	-$209K	0.01%	540
2022 Q2	$834K	Buy	21,414 +8,492	+66%	+$344K	0.01%	462
2022 Q1	$548K	Buy	12,922 +865	+7%	+$36K	0.01%	600
2021 Q4	$518K	Sell	12,057 -35,781	-75%	-$1.48M	0.01%	624
2021 Q3	$1.87M	Buy	47,838 +946	+2%	+$38.4K	0.02%	323
2021 Q2	$1.86M	Buy	46,892 +40,081	+588%	+$1.59M	0.02%	317
2021 Q1	$258K	Sell	6,811 -28,079	-80%	-$1.02M	﹤0.01%	680
2020 Q4	$1.22M	Buy	34,890 +28,050	+410%	+$949K	0.01%	341
2020 Q3	$214K	Hold	6,840	–	–	﹤0.01%	668
2020 Q2	$208K	Sell	6,840 -90,257	-93%	-$2.68M	﹤0.01%	641
2020 Q1	$2.68M	Buy	97,097 +78,860	+432%	+$2.65M	0.04%	223
2019 Q4	$657K	Buy	18,237 +13,237	+265%	+$466K	0.01%	406
2019 Q3	$174K	Hold	5,000	–	–	﹤0.01%	679
2019 Q2	$169K	Hold	5,000	–	–	﹤0.01%	636
2019 Q1	$162K	Hold	5,000	–	–	﹤0.01%	616
2018 Q4	$145K	Hold	5,000	–	–	﹤0.01%	613
2018 Q3	$158K	Hold	5,000	–	–	﹤0.01%	632
2018 Q2	$151K	Hold	5,000	–	–	﹤0.01%	616
2018 Q1	$149K	Buy	+5,000	New	+$152K	﹤0.01%	620
2017 Q3	–	Sell	-10,924	Closed	-$319K	–	633
2017 Q2	$319K	Buy	10,924 +5,924	+118%	+$173K	0.01%	484
2017 Q1	$145K	Hold	5,000	–	–	﹤0.01%	571
2016 Q4	$140K	Hold	5,000	–	–	﹤0.01%	564
2016 Q3	$135K	Hold	5,000	–	–	﹤0.01%	569
2016 Q2	$135K	Hold	5,000	–	–	﹤0.01%	532
2016 Q1	$129K	Hold	5,000	–	–	﹤0.01%	532
2015 Q4	$119K	Hold	5,000	–	–	﹤0.01%	524
2015 Q3	$114K	Hold	5,000	–	–	﹤0.01%	484
2015 Q2	$117K	Hold	5,000	–	–	﹤0.01%	500
2015 Q1	$120K	Hold	5,000	–	–	﹤0.01%	515
2014 Q4	$121K	Hold	5,000	–	–	﹤0.01%	501
2014 Q3	$112K	Hold	5,000	–	–	﹤0.01%	504
2014 Q2	$114K	Hold	5,000	–	–	﹤0.01%	470
2014 Q1	$109K	Hold	5,000	–	–	﹤0.01%	475
2013 Q4	$107K	Hold	5,000	–	–	﹤0.01%	449
2013 Q3	$100K	Hold	5,000	–	–	﹤0.01%	447
2013 Q2	$97K	Buy	+5,000	New	+$98.6K	﹤0.01%	440

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synovus Financial's FVD Position: Q3 2025 in Review

Synovus Financial reduced its First Trust Value Line Dividend Fund (FVD) stake by 3.2% in Q3 2025, selling an estimated $33.1K and leaving 21,834 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #519.

Synovus Financial first reported a position in FVD in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.68M in Q1 2020. 582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

Synovus Financial held 21,834 shares of First Trust Value Line Dividend Fund worth $1.01M as of Q3 2025.
Synovus Financial sold 723 First Trust Value Line Dividend Fund shares in Q3 2025, an estimated $33.1K.
First Trust Value Line Dividend Fund made up 0.01% of Synovus Financial's portfolio in Q3 2025, its #519 holding.
Synovus Financial first reported a position in First Trust Value Line Dividend Fund in Q2 2013 and has held it in 48 quarters since.
Synovus Financial's First Trust Value Line Dividend Fund position peaked at $2.68M in Q1 2020.
582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.