Twin Peaks Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
Twin Peaks Wealth Advisors's FVD Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 1.5% in Q2 2026, buying an estimated $8.24K and bringing the position to 11,937 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #112.
Twin Peaks Wealth Advisors first reported a position in FVD in Q4 2023 and has held it in 11 quarters since. The position peaked at $861K in Q3 2024. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.
- Twin Peaks Wealth Advisors held 11,937 shares of First Trust Value Line Dividend Fund worth $575K as of Q2 2026.
- Twin Peaks Wealth Advisors bought 173 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $8.24K.
- First Trust Value Line Dividend Fund made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #112 holding.
- Twin Peaks Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2023 and has held it in 11 quarters since.
- Twin Peaks Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $861K in Q3 2024.
- 642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.