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BB&T Investment Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

BB&T Investment Services’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
2017
Q4 		$300K Buy
9,768
+6,060
+163% +$185K 0.05% 249
2017
Q3 		$109K Buy
+3,708
New +$109K 0.02% 352

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BB&T Investment Services's FVD Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Value Line Dividend Fund (FVD) stake by 163% in Q4 2017, buying an estimated $185K and bringing the position to 9,768 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #249.

BB&T Investment Services first reported a position in FVD in Q3 2017 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FVD as of Q4 2017.

  • BB&T Investment Services held 9,768 shares of First Trust Value Line Dividend Fund worth $300K as of Q4 2017.
  • BB&T Investment Services bought 6,060 First Trust Value Line Dividend Fund shares in Q4 2017, an estimated $185K.
  • First Trust Value Line Dividend Fund made up 0.05% of BB&T Investment Services's portfolio in Q4 2017, its #249 holding.
  • BB&T Investment Services first reported a position in First Trust Value Line Dividend Fund in Q3 2017 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.