Altus Wealth Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Altus Wealth Group’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	-32,863	Closed	-$1.29M	–	147
2022 Q3	$1.29M	Hold	32,863	–	–	1.28%	18
2022 Q2	$1.29M	Buy	32,863 +2,623	+9%	+$106K	1.28%	18
2022 Q1	$1.28M	Sell	30,240 -1,564	-5%	-$65.1K	1.05%	21
2021 Q4	$1.37M	Sell	31,804 -1,059	-3%	-$43.8K	1.13%	17
2021 Q3	$1.29M	Sell	32,863 -223	-0.7%	-$9.05K	1.28%	18
2021 Q2	$1.32M	Sell	33,086 -7,569	-19%	-$301K	1.29%	18
2021 Q1	$1.62M	Buy	40,655 +3,665	+10%	+$132K	1.61%	14
2020 Q4	$1.3M	Buy	+36,990	New	+$1.25M	1.24%	15

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Altus Wealth Group's FVD Position: Q4 2022 in Review

Altus Wealth Group sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2022, closing a stake of 32,863 shares — an estimated $1.29M sold.

Altus Wealth Group first reported a position in FVD in Q4 2020 and held it in 8 quarters. The position peaked at $1.62M in Q1 2021. 515 funds tracked by Wall St. Rank hold FVD as of Q4 2022.

Altus Wealth Group reported no remaining First Trust Value Line Dividend Fund position as of Q4 2022 after selling out during the quarter.
Altus Wealth Group sold 32,863 First Trust Value Line Dividend Fund shares in Q4 2022, an estimated $1.29M.
Altus Wealth Group first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 8 quarters.
Altus Wealth Group's First Trust Value Line Dividend Fund position peaked at $1.62M in Q1 2021.
515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.