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FVD

First Trust Value Line Dividend Index Fund
1W: +3.9% 1M: +5.1% 3M: +7.2% YTD: +10.5% 1Y: +12.5% 3Y: +32.0% 5Y: +40.9%
$51.02
+0.86 (+1.71%)
 
Weekly Expected Move ±2.0%
$48 $49 $50 $51 $52
ETF AMEX · AUM $8.2B
Key Statistics
AUM$8.2B
Holdings252
Top 10 Wt0.0%
Volume347,377
Avg Volume754,548
Beta0.49
Portfolio Fundamentals
P/E3.1
P/B0.3
Div Yield2.82%
ROE10.8%
% Profitable96%
Inception2003-08-27
Sector Allocation
Financial Services 0.0%
Utilities 0.0%
Industrials 0.0%
Consumer Defensive 0.0%
Healthcare 0.0%
Real Estate 0.0%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Canadian Imperial Bank of Commerce CM 0.00% $32.1M 313,550
2 Canadian Dollar $CAD 0.00% $844,157
3 US Dollar $USD 0.00% $10.9M
4 Pentair Plc PNR 0.00% $26.5M 381,375
5 International Business Machines Corporation IBM 0.00% $26.5M 135,942
6 Rollins, Inc. ROL 0.00% $27.1M 628,227
7 TELUS Corporation TU 0.00% $28.1M 2,799,433
8 Rogers Communications Inc. (Class B) RCI 0.00% $28.2M 1,033,846
9 Hubbell Incorporated HUBB 0.00% $28.1M 63,128
10 The TJX Companies, Inc. TJX 0.00% $29.3M 215,967

Recent Holding Changes

Date Holding Change Details
2026-07-27 $EUR Removed
2026-07-02 HONA Removed
2026-07-02 $EUR New
2026-07-01 FDP Removed
2026-07-01 HONA New

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms