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

Camarda 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
2018 Q3	–	Sell	-800	Closed	-$24K	–	229
2018 Q2	$24K	Buy	+800	New	+$24.1K	0.03%	142
2018 Q1	–	Sell	-83	Closed	-$3K	–	178
2017 Q4	$3K	Buy	+83	New	+$2.53K	﹤0.01%	169

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Camarda Financial Advisors's FVD Position: Q3 2018 in Review

Camarda Financial Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2018, closing a stake of 800 shares — an estimated $24K sold.

Camarda Financial Advisors first reported a position in FVD in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q2 2018. 204 funds tracked by Wall St. Rank hold FVD as of Q3 2018.

Camarda Financial Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q3 2018 after selling out during the quarter.
Camarda Financial Advisors sold 800 First Trust Value Line Dividend Fund shares in Q3 2018, an estimated $24K.
Camarda Financial Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2017 and held it in 2 quarters.
Camarda Financial Advisors's First Trust Value Line Dividend Fund position peaked at $24K in Q2 2018.
204 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2018.

Based on Camarda Financial Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.