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Elmwood Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-27
Closed -$1K – 183
2021
Q4 		$1K Buy
+27
New +$1.12K ﹤0.01% 353
2021
Q2 		$1K Hold
27
– – ﹤0.01% 318
2021
Q1 		$1K Buy
+27
New +$976 ﹤0.01% 308

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elmwood Wealth Management's FVD Position: Q1 2022 in Review

Elmwood Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2022, closing a stake of 27 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in FVD in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 481 funds tracked by Wall St. Rank hold FVD as of Q1 2022.

  • Elmwood Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 27 First Trust Value Line Dividend Fund shares in Q1 2022, an estimated $1K.
  • Elmwood Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's First Trust Value Line Dividend Fund position peaked at $1K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.