Uniting Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Uniting Wealth Partners’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	$257K	Hold	5,337	–	–	0.05%	168
2026 Q1	$251K	Hold	5,337	–	–	0.05%	172
2025 Q4	$246K	Hold	5,337	–	–	0.08%	130
2025 Q3	$247K	Buy	+5,337	New	+$244K	0.06%	155

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Uniting Wealth Partners's FVD Position: Q2 2026 in Review

Uniting Wealth Partners held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2026 at 5,337 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #168.

Uniting Wealth Partners first reported a position in FVD in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Uniting Wealth Partners held 5,337 shares of First Trust Value Line Dividend Fund worth $257K as of Q2 2026.
Uniting Wealth Partners left its First Trust Value Line Dividend Fund share count unchanged in Q2 2026.
First Trust Value Line Dividend Fund made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #168 holding.
Uniting Wealth Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2025 and has held it in 4 quarters since.
642 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.