Cypress Wealth Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-16,736	Closed	-$636K	–	277
2021 Q1	$636K	Sell	16,736 -420	-2%	-$15.2K	0.13%	125
2020 Q4	$602K	Buy	+17,156	New	+$580K	0.13%	118
2020 Q3	–	Sell	-18,404	Closed	-$584K	–	338
2020 Q2	$558K	Buy	18,404 +8,585	+87%	+$255K	0.13%	140
2020 Q1	$272K	Buy	+9,819	New	+$330K	0.08%	191

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cypress Wealth Services's FVD Position: Q2 2021 in Review

Cypress Wealth Services sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2021, closing a stake of 16,736 shares — an estimated $636K sold.

Cypress Wealth Services first reported a position in FVD in Q1 2020 and held it in 4 quarters. The position peaked at $636K in Q1 2021. 405 funds tracked by Wall St. Rank hold FVD as of Q2 2021.

Cypress Wealth Services reported no remaining First Trust Value Line Dividend Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 16,736 First Trust Value Line Dividend Fund shares in Q2 2021, an estimated $636K.
Cypress Wealth Services first reported a position in First Trust Value Line Dividend Fund in Q1 2020 and held it in 4 quarters.
Cypress Wealth Services's First Trust Value Line Dividend Fund position peaked at $636K in Q1 2021.
405 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.