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

Clearview 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
2023 Q3	–	Sell	-266	Closed	-$10.7K	–	308
2023 Q2	$10.7K	Buy	266 +2	+0.8%	+$80	0.01%	356
2023 Q1	$10.6K	Buy	264 +1	+0.4%	+$40	0.01%	360
2022 Q4	$10.5K	Buy	263 +2	+0.8%	+$78	0.01%	324
2022 Q3	$9K	Buy	261 +1	+0.4%	+$40	0.01%	343
2022 Q2	$10K	Sell	260 -726	-74%	-$29.4K	0.01%	351
2022 Q1	$42K	Buy	986 +1	+0.1%	+$42	0.03%	217
2021 Q4	$42K	Buy	985 +1	+0.1%	+$41	0.03%	244
2021 Q3	$39K	Buy	984 +4	+0.4%	+$162	0.02%	258
2021 Q2	$39K	Buy	980 +5	+0.5%	+$199	0.02%	268
2021 Q1	$37K	Buy	975 +4	+0.4%	+$145	0.02%	259
2020 Q4	$34K	Buy	+971	New	+$32.8K	0.02%	235

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's FVD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2023, closing a stake of 266 shares — an estimated $10.7K sold.

Clearview Wealth Advisors first reported a position in FVD in Q4 2020 and held it in 11 quarters. The position peaked at $42K in Q1 2022. 511 funds tracked by Wall St. Rank hold FVD as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 266 First Trust Value Line Dividend Fund shares in Q3 2023, an estimated $10.7K.
Clearview Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $42K in Q1 2022.
511 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.