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Wealthspire Advisors (New York)’s First Trust Value Line Dividend Fund FVD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,538
Closed -$164K – 1735
2025
Q3 		$164K Buy
+3,538
New +$162K ﹤0.01% 862

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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 $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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s FVD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2025, closing a stake of 3,538 shares — an estimated $164K sold.

Wealthspire Advisors (New York) first reported a position in FVD in Q3 2025 and held it in 1 quarter. The position peaked at $164K in Q3 2025. 618 funds tracked by Wall St. Rank hold FVD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Value Line Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,538 First Trust Value Line Dividend Fund shares in Q4 2025, an estimated $164K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Value Line Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Value Line Dividend Fund position peaked at $164K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.