Wedmont Private Capital’s First Trust Value Line Dividend Fund FVD Stock Holding History

Wedmont Private Capital’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	$200K	Buy	+4,091	New	+$195K	0.01%	924

Other funds holding FVD

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

Wedmont Private Capital's FVD Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2026: 4,091 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings.

90 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Wedmont Private Capital held 4,091 shares of First Trust Value Line Dividend Fund worth $200K as of Q2 2026.
First Trust Value Line Dividend Fund was a new Wedmont Private Capital position in Q2 2026.
First Trust Value Line Dividend Fund made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #924 holding.
90 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.