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Vise Technologies’s First Trust Value Line Dividend Fund FVD Stock Holding History

Vise Technologies’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 		$481K Sell
9,989
-1,560
-14% -$74.3K 0.01% 1176
2026
Q1 		$532K Hold
11,549
– – 0.01% 834
2025
Q4 		$532K Buy
+11,549
New +$530K 0.01% 839

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Raymond James Financial
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Royal Bank of Canada
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vise Technologies's FVD Position: Q2 2026 in Review

Vise Technologies reduced its First Trust Value Line Dividend Fund (FVD) stake by 14% in Q2 2026, selling an estimated $74.3K and leaving 9,989 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #1176.

Vise Technologies first reported a position in FVD in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q1 2026. 639 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

  • Vise Technologies held 9,989 shares of First Trust Value Line Dividend Fund worth $481K as of Q2 2026.
  • Vise Technologies sold 1,560 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $74.3K.
  • First Trust Value Line Dividend Fund made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1176 holding.
  • Vise Technologies first reported a position in First Trust Value Line Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Vise Technologies's First Trust Value Line Dividend Fund position peaked at $532K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.