Thurston Springer Miller Herd & Titak’s First Trust Value Line Dividend Fund FVD Stock Holding History

Thurston Springer Miller Herd & Titak’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	$7.47K	Hold	155	–	–	﹤0.01%	904
2026 Q1	$7.29K	Hold	155	–	–	﹤0.01%	973
2025 Q4	$7.14K	Hold	155	–	–	﹤0.01%	1033
2025 Q3	$7.17K	Sell	155 -2,615	-94%	-$120K	0.01%	373
2025 Q2	$124K	Sell	2,770 -11	-0.4%	-$484	0.02%	460
2025 Q1	$124K	Buy	2,781 +1,342	+93%	+$59.6K	0.02%	418
2024 Q4	$62.8K	Buy	1,439 +604	+72%	+$27.3K	0.01%	480
2024 Q3	$38K	Hold	835	–	–	0.01%	634
2024 Q2	$34K	Buy	+835	New	+$34.5K	0.01%	661

Other funds holding FVD

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

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return