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Advisors Preferred’s First Trust Value Line Dividend Fund FVD Stock Holding History

Advisors Preferred’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
2019
Q4 		– Sell
-2,414
Closed -$84K – 265
2019
Q3 		$84K Buy
+2,414
New +$82.3K 0.02% 135

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Advisors Preferred's FVD Position: Q4 2019 in Review

Advisors Preferred sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2019, closing a stake of 2,414 shares — an estimated $84K sold.

Advisors Preferred first reported a position in FVD in Q3 2019 and held it in 1 quarter. The position peaked at $84K in Q3 2019. 350 funds tracked by Wall St. Rank hold FVD as of Q4 2019.

  • Advisors Preferred reported no remaining First Trust Value Line Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Advisors Preferred sold 2,414 First Trust Value Line Dividend Fund shares in Q4 2019, an estimated $84K.
  • Advisors Preferred first reported a position in First Trust Value Line Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Advisors Preferred's First Trust Value Line Dividend Fund position peaked at $84K in Q3 2019.
  • 350 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2019.

Based on Advisors Preferred's 13F filing for Q4 2019, filed 21 Jan 2020.