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BOLTON SECURITIES CORPORATION’s First Trust Value Line Dividend Fund FVD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$3.19K Buy
+69
New +$3.16K ﹤0.01% 1776
2025
Q1 		$3.08K Buy
+69
New +$3.07K ﹤0.01% 1665

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FVD Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2025: 69 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #1776 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FVD as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in FVD in Q1 2025 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 69 shares of First Trust Value Line Dividend Fund worth $3.19K as of Q3 2025.
  • First Trust Value Line Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1776 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Value Line Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.