Bruderman Asset Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-205	Closed	-$7K	–	269
2019 Q1	$7K	Hold	205	–	–	﹤0.01%	471
2018 Q4	$6K	Buy	+205	New	+$6.3K	﹤0.01%	473

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bruderman Asset Management's FVD Position: Q2 2019 in Review

Bruderman Asset Management sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2019, closing a stake of 205 shares — an estimated $7K sold.

Bruderman Asset Management first reported a position in FVD in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 259 funds tracked by Wall St. Rank hold FVD as of Q2 2019.

Bruderman Asset Management reported no remaining First Trust Value Line Dividend Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 205 First Trust Value Line Dividend Fund shares in Q2 2019, an estimated $7K.
Bruderman Asset Management first reported a position in First Trust Value Line Dividend Fund in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's First Trust Value Line Dividend Fund position peaked at $7K in Q1 2019.
259 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.