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

American Financial Advisors’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
2021
Q1 		– Sell
-6,675
Closed -$234K – 129
2020
Q4 		$234K Buy
+6,675
New +$226K 0.03% 110

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Financial Advisors's FVD Position: Q1 2021 in Review

American Financial Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 6,675 shares — an estimated $234K sold.

American Financial Advisors first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • American Financial Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • American Financial Advisors sold 6,675 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $234K.
  • American Financial Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • American Financial Advisors's First Trust Value Line Dividend Fund position peaked at $234K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on American Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.