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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
Q3 		– Sell
-4,091
Closed -$200K – 1046
2026
Q2 		$200K Buy
+4,091
New +$195K 0.01% 924

Other funds holding FVD

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Wedmont Private Capital's FVD Position: Q3 2026 in Review

Wedmont Private Capital sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2026, closing a stake of 4,091 shares — an estimated $200K sold.

Wedmont Private Capital first reported a position in FVD in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 24 funds tracked by Wall St. Rank hold FVD as of Q3 2026.

  • Wedmont Private Capital reported no remaining First Trust Value Line Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 4,091 First Trust Value Line Dividend Fund shares in Q3 2026, an estimated $200K.
  • Wedmont Private Capital first reported a position in First Trust Value Line Dividend Fund in Q2 2026 and held it in 1 quarter.
  • Wedmont Private Capital's First Trust Value Line Dividend Fund position peaked at $200K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.