Traction Financial Partners, LLC FVD — FIRST TR VALUE LINE DIVID IN

Ownership history in Traction Financial Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Traction Financial Partners, LLC reported FIRST TR VALUE LINE DIVID IN (FVD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q2. The latest visible filing shows FVD at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FVD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Traction Financial Partners, LLC's position in FIRST TR VALUE LINE DIVID IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FVD was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FVD stock page Traction Financial Partners, LLC fund profile Traction Financial Partners, LLC full holdings
How Traction Financial Partners, LLC held FVD — position size vs. price
% of Fund (quarterly)    FVD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,760 -1,183 -10.8% 0.28% $459K 2026-05-14 $47.04
2025 Q4 REDUCED 29.6% +2.6% ❌ 10,943 -4,610 -29.6% 0.30% $504K 2026-01-29 $47.41
2025 Q3 REDUCED 35.8% +1.2% ❌ 15,553 -8,655 -35.8% 0.44% $719K 2025-11-12 $45.68
2025 Q2 ADDED — — — 24,208 +11,505 +90.6% 0.73% $1.1M 2025-07-15 $43.94
2025 Q1 REDUCED 19.4% +0.8% ❌ 12,703 -3,050 -19.4% 0.44% $566K 2025-04-15 $41.97
2024 Q4 REDUCED — — — 15,753 -793 -4.8% 0.53% $687K 2025-01-31 $43.19
2024 Q3 REDUCED 5.8% -3.8% ✅ 16,546 -1,015 -5.8% 0.59% $753K 2024-11-06 $44.25
2024 Q2 REDUCED 5.2% +12.2% ❌ 17,561 -955 -5.2% 0.55% $762K 2024-08-16 $41.85
2024 Q1 REDUCED 13.9% -3.3% ✅ 18,516 -3,001 -13.9% 0.61% $779K 2024-05-13 $40.16
2023 Q4 INITIATED — — — 21,517 — — 0.59% $873K 2024-02-13 $37.94

🏢 Other funds also holding FVD

As of 2026 Q1 — sorted by position size

Plus Group Wealth Advisors LLC 9.3% Solano Wealth Investment Advisors LLC 9.15% Claris Financial LLC 6.42% Center for Wealth Management Advisory 5.78% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4.32% New England Private Wealth Advisors LLC 3Y 7Y 4.15% Holistic Financial Partners 3Y 7Y 4.08% WealthCare Investment Partners, LLC 3Y 4.01% BlueChip Wealth Advisors LLC 3.68% Intellus Advisors LLC 3.55%

FAQ About Traction Financial Partners, LLC and FVD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Traction Financial Partners, LLC reported owning FVD?

Traction Financial Partners, LLC reported FVD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FVD position in Traction Financial Partners, LLC's portfolio?

The largest reported portfolio weight for FVD was 0.73% in 2025 Q2.

What is the latest reported FVD position on this page?

The most recent filing on this page is 2026 Q1, when Traction Financial Partners, LLC reported 9,760 shares, equal to 0.28% of portfolio, with an estimated market value of $459K.

What does the chart on this FVD ownership page compare?

The chart compares Traction Financial Partners, LLC's quarterly FVD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Traction Financial Partners, LLC time their FVD position?

Based on 13F filing dates vs. subsequent FVD price moves, Traction Financial Partners, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on FVD relative to SPY over the holding period was +1.4%.

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