Beacon Pointe Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$475K	Buy	+13,224	New	+$466K	0.09%	164

Other funds holding FVD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's FVD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in First Trust Value Line Dividend Fund (FVD) in Q4 2019: 13,224 shares worth $475K. The stake represents 0.09% of the portfolio and ranks #164 among its holdings.

350 funds tracked by Wall St. Rank hold FVD as of Q4 2019.

Beacon Pointe Wealth Advisors held 13,224 shares of First Trust Value Line Dividend Fund worth $475K as of Q4 2019.
First Trust Value Line Dividend Fund was a new Beacon Pointe Wealth Advisors position in Q4 2019.
First Trust Value Line Dividend Fund made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #164 holding.
350 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.