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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
2020
Q4 		– Sell
-18,406
Closed -$579K – 359
2020
Q3 		$579K Buy
+18,406
New +$584K 0.15% 117

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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.