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

Crewe 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	–	Sell	-84	Closed	-$3K	–	258
2019 Q3	$3K	Hold	84	–	–	﹤0.01%	202
2019 Q2	$3K	Sell	84 -48	-36%	-$1.59K	﹤0.01%	254
2019 Q1	$4K	Hold	132	–	–	﹤0.01%	198
2018 Q4	$4K	Hold	132	–	–	﹤0.01%	203
2018 Q3	$4K	Sell	132 -498	-79%	-$15.7K	﹤0.01%	216
2018 Q2	$19K	Hold	630	–	–	0.02%	180
2018 Q1	$19K	Hold	630	–	–	0.02%	187
2017 Q4	$19K	Buy	+630	New	+$19.2K	0.02%	192

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

Crewe Advisors's FVD Position: Q4 2019 in Review

Crewe Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2019, closing a stake of 84 shares — an estimated $3K sold.

Crewe Advisors first reported a position in FVD in Q4 2017 and held it in 8 quarters. The position peaked at $19K in Q2 2018. 350 funds tracked by Wall St. Rank hold FVD as of Q4 2019.

Crewe Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q4 2019 after selling out during the quarter.
Crewe Advisors sold 84 First Trust Value Line Dividend Fund shares in Q4 2019, an estimated $3K.
Crewe Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2017 and held it in 8 quarters.
Crewe Advisors's First Trust Value Line Dividend Fund position peaked at $19K in Q2 2018.
350 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2019.

Based on Crewe Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.