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Farmers & Merchants Trust Co of Chambersburg PA’s First Trust Value Line Dividend Fund FVD Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
Q3 		– Sell
-556
Closed -$22K – 323
2021
Q2 		$22K Hold
556
– – 0.02% 233
2021
Q1 		$21K Buy
+556
New +$20.1K 0.02% 206

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Bank of America
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's FVD Position: Q3 2021 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2021, closing a stake of 556 shares — an estimated $22K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in FVD in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q2 2021. 400 funds tracked by Wall St. Rank hold FVD as of Q3 2021.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining First Trust Value Line Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 556 First Trust Value Line Dividend Fund shares in Q3 2021, an estimated $22K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in First Trust Value Line Dividend Fund in Q1 2021 and held it in 2 quarters.
  • Farmers & Merchants Trust Co of Chambersburg PA's First Trust Value Line Dividend Fund position peaked at $22K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2021.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2021, filed 22 Oct 2021.