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AHL Investment Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

AHL Investment 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
2022
Q1 		– Sell
-350
Closed -$15K – 141
2021
Q4 		$15K Buy
+350
New +$14.5K 0.01% 180

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RJFSA
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Royal Bank of Canada
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AHL Investment Management's FVD Position: Q1 2022 in Review

AHL Investment Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2022, closing a stake of 350 shares — an estimated $15K sold.

AHL Investment Management first reported a position in FVD in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 481 funds tracked by Wall St. Rank hold FVD as of Q1 2022.

  • AHL Investment Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • AHL Investment Management sold 350 First Trust Value Line Dividend Fund shares in Q1 2022, an estimated $15K.
  • AHL Investment Management first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and held it in 1 quarter.
  • AHL Investment Management's First Trust Value Line Dividend Fund position peaked at $15K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2022.

Based on AHL Investment Management's 13F filing for Q1 2022, filed 28 Apr 2022.