Two Sigma Investments
FVD icon

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

Two Sigma Investments’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 		$10.6M Buy
+224,600
New +$10.8M 0.01% 1371
2025
Q4 		– Sell
-92,100
Closed -$4.26M – 4198
2025
Q3 		$4.26M Buy
92,100
+69,200
+302% +$3.17M 0.01% 1582
2025
Q2 		$1.02M Sell
22,900
-26,000
-53% -$1.14M ﹤0.01% 2232
2025
Q1 		$2.18M Buy
+48,900
New +$2.17M ﹤0.01% 1682
2024
Q4 		– Sell
-175,700
Closed -$7.99M – 3300
2024
Q3 		$7.99M Buy
+175,700
New +$7.62M 0.02% 854
2023
Q4 		– Sell
-135,500
Closed -$5.07M – 3229
2023
Q3 		$5.07M Buy
+135,500
New +$5.35M 0.01% 903
2022
Q3 		– Sell
-8,900
Closed -$345K – 2585
2022
Q2 		$345K Buy
+8,900
New +$361K ﹤0.01% 1972

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
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