Two Sigma Advisers
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Two Sigma Advisers’s First Trust Value Line Dividend Fund FVD Stock Holding History

Two Sigma Advisers’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
2024
Q4 		– Sell
-9,900
Closed -$450K – 2398
2024
Q3 		$450K Buy
+9,900
New +$429K ﹤0.01% 1753
2023
Q4 		– Sell
-12,700
Closed -$475K – 2553
2023
Q3 		$475K Buy
+12,700
New +$502K ﹤0.01% 1810
2022
Q4 		– Sell
-9,800
Closed -$351K – 2581
2022
Q3 		$351K Buy
+9,800
New +$388K ﹤0.01% 1987

Other funds holding FVD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Advisers's FVD Position: Q4 2024 in Review

Two Sigma Advisers sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 9,900 shares — an estimated $450K sold.

Two Sigma Advisers first reported a position in FVD in Q3 2022 and held it in 3 quarters. The position peaked at $475K in Q3 2023. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • Two Sigma Advisers reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Two Sigma Advisers sold 9,900 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $450K.
  • Two Sigma Advisers first reported a position in First Trust Value Line Dividend Fund in Q3 2022 and held it in 3 quarters.
  • Two Sigma Advisers's First Trust Value Line Dividend Fund position peaked at $475K in Q3 2023.
  • 590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Two Sigma Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.