22CM
FVD icon

20/20 Capital Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

20/20 Capital Management’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
2021
Q1 		– Sell
-24,924
Closed -$877K – 157
2020
Q4 		$877K Buy
+24,924
New +$843K 0.26% 73

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

20/20 Capital Management's FVD Position: Q1 2021 in Review

20/20 Capital Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 24,924 shares — an estimated $877K sold.

20/20 Capital Management first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $877K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • 20/20 Capital Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 24,924 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $877K.
  • 20/20 Capital Management first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • 20/20 Capital Management's First Trust Value Line Dividend Fund position peaked at $877K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.