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Advanced Research Investment Solutions’s First Trust Value Line Dividend Fund FVD Stock Holding History

Advanced Research Investment Solutions’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
2022
Q1 		– Sell
-150
Closed -$6K – 219
2021
Q4 		$6K Buy
+150
New +$6.21K ﹤0.01% 167

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Royal Bank of Canada
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Advanced Research Investment Solutions's FVD Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2022, closing a stake of 150 shares — an estimated $6K sold.

Advanced Research Investment Solutions first reported a position in FVD in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 481 funds tracked by Wall St. Rank hold FVD as of Q1 2022.

  • Advanced Research Investment Solutions reported no remaining First Trust Value Line Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 150 First Trust Value Line Dividend Fund shares in Q1 2022, an estimated $6K.
  • Advanced Research Investment Solutions first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's First Trust Value Line Dividend Fund position peaked at $6K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.