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

Evermay 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
2023
Q1 		– Sell
-658
Closed -$26.3K – 558
2022
Q4 		$26.3K Hold
658
– – 0.01% 349
2022
Q3 		$24K Hold
658
– – ﹤0.01% 333
2022
Q2 		$26K Buy
+658
New +$26.7K 0.01% 326

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evermay Wealth Management's FVD Position: Q1 2023 in Review

Evermay Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2023, closing a stake of 658 shares — an estimated $26.3K sold.

Evermay Wealth Management first reported a position in FVD in Q2 2022 and held it in 3 quarters. The position peaked at $26.3K in Q4 2022. 515 funds tracked by Wall St. Rank hold FVD as of Q1 2023.

  • Evermay Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 658 First Trust Value Line Dividend Fund shares in Q1 2023, an estimated $26.3K.
  • Evermay Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q2 2022 and held it in 3 quarters.
  • Evermay Wealth Management's First Trust Value Line Dividend Fund position peaked at $26.3K in Q4 2022.
  • 515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.