Ken Fisher's FVD Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,944 shares of First Trust Value Line Dividend Index Fund (FVD) worth $238,201, representing 0.00% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ken Fisher has maintained this position in FVD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 6,660 shares. Largest reduction occurred in Q2 2025, reducing 7,477 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's First Trust Value Line Dividend Index Fund (FVD) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Value Line Dividend Index Fund (FVD) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +4,944 | New Buy | 4,944 | $48.18 |
| Q2 2025 | -7,477 | Sold Out | 0 | $0.00 |
| Q1 2025 | -837 | Reduce 10.07% | 7,477 | $44.59 |
| Q4 2024 | +1,654 | Add 24.83% | 8,314 | $43.64 |
| Q3 2024 | +6,660 | New Buy | 6,660 | $45.49 |
| Q1 2023 | -6,966 | Sold Out | 0 | $0.00 |
| Q4 2022 | +6,966 | New Buy | 6,966 | $39.91 |
Ken Fisher's First Trust Value Line Dividend Index Fund Investment FAQs
Ken Fisher first purchased First Trust Value Line Dividend Index Fund (FVD) in Q4 2022, acquiring 6,966 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held First Trust Value Line Dividend Index Fund (FVD) for 7 quarters since Q4 2022.
Ken Fisher's largest addition to First Trust Value Line Dividend Index Fund (FVD) was in Q4 2022, adding 6,966 shares worth $278,000.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,944 shares of First Trust Value Line Dividend Index Fund (FVD), valued at approximately $238,201.
As of the Q2 2026 filing, First Trust Value Line Dividend Index Fund (FVD) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in First Trust Value Line Dividend Index Fund (FVD) was 8,314 shares, as reported at the end of Q4 2024.