FVL
First Trust Value Line 100 Fund
Listed by 1 member on their latest annual reports (4 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Michael K. Simpson ID-2 | Member | D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) ST | $15,001 - $50,000 | April 14, 2026 filing 10075431, p. 1 |
| Michael K. Simpson ID-2 | Member | D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) ST | $15,001 - $50,000 | April 14, 2026 filing 10075431, p. 1 |
| Michael K. Simpson ID-2 | Member | D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) ST | $15,001 - $50,000 | April 14, 2026 filing 10075431, p. 1 |
| Michael K. Simpson ID-2 | Member | D.A. Davidson/Stifel ⇒ First Trust Value Line 100 Fund (FVL) ST | $15,001 - $50,000 | April 14, 2026 filing 10075431, p. 2 |
How the count is made: see Most held.