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Almanack Investment Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-560
Closed -$20K – 550
2022
Q3 		$20K Buy
+560
New +$22.2K ﹤0.01% 375

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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Almanack Investment Partners's FVD Position: Q4 2022 in Review

Almanack Investment Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2022, closing a stake of 560 shares — an estimated $20K sold.

Almanack Investment Partners first reported a position in FVD in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 514 funds tracked by Wall St. Rank hold FVD as of Q4 2022.

  • Almanack Investment Partners reported no remaining First Trust Value Line Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 560 First Trust Value Line Dividend Fund shares in Q4 2022, an estimated $20K.
  • Almanack Investment Partners first reported a position in First Trust Value Line Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's First Trust Value Line Dividend Fund position peaked at $20K in Q3 2022.
  • 514 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.