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Buckingham Strategic Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$469K Buy
11,508
+448
+4% +$18.5K ﹤0.01% 480
2024
Q1 		$467K Buy
11,060
+1,088
+11% +$44.4K ﹤0.01% 475
2023
Q4 		$404K Sell
9,972
-48
-0.5% -$1.84K ﹤0.01% 493
2023
Q3 		$375K Buy
+10,020
New +$396K 0.01% 488

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Buckingham Strategic Wealth's FVD Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its First Trust Value Line Dividend Fund (FVD) stake by 4.1% in Q2 2024, buying an estimated $18.5K and bringing the position to 11,508 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Buckingham Strategic Wealth first reported a position in FVD in Q3 2023 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold FVD as of Q2 2024.

  • Buckingham Strategic Wealth held 11,508 shares of First Trust Value Line Dividend Fund worth $469K as of Q2 2024.
  • Buckingham Strategic Wealth bought 448 First Trust Value Line Dividend Fund shares in Q2 2024, an estimated $18.5K.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #480 holding.
  • Buckingham Strategic Wealth first reported a position in First Trust Value Line Dividend Fund in Q3 2023 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.