Visionary Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Visionary Wealth Advisors’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	$214K	Buy	4,552 +72	+2%	+$3.46K	0.01%	600
2025 Q4	$206K	Buy	4,480 +2	+0%	+$92	0.01%	586
2025 Q3	$207K	Buy	+4,478	New	+$205K	0.01%	575
2022 Q4	–	Sell	-5,736	Closed	-$205K	–	429
2022 Q3	$205K	Sell	5,736 -318	-5%	-$12.6K	0.02%	366
2022 Q2	$235K	Buy	6,054 +501	+9%	+$20.3K	0.02%	363
2022 Q1	$235K	Sell	5,553 -9	-0.2%	-$374	0.02%	377
2021 Q4	$239K	Buy	+5,562	New	+$230K	0.02%	337

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Visionary Wealth Advisors's FVD Position: Q1 2026 in Review

Visionary Wealth Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 1.6% in Q1 2026, buying an estimated $3.46K and bringing the position to 4,552 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #600.

Visionary Wealth Advisors first reported a position in FVD in Q4 2021 and has held it in 7 quarters since. The position peaked at $239K in Q4 2021. 630 funds tracked by Wall St. Rank hold FVD as of Q1 2026.

Visionary Wealth Advisors held 4,552 shares of First Trust Value Line Dividend Fund worth $214K as of Q1 2026.
Visionary Wealth Advisors bought 72 First Trust Value Line Dividend Fund shares in Q1 2026, an estimated $3.46K.
First Trust Value Line Dividend Fund made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #600 holding.
Visionary Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and has held it in 7 quarters since.
Visionary Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $239K in Q4 2021.
630 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.