FEG
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Financial Enhancement Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Financial Enhancement Group’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
-50
Closed -$2K – 296
2020
Q3 		$2K Buy
+50
New +$1.59K ﹤0.01% 213

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UBS Group
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RJFSA
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RJA
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Commonwealth Equity Services
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Royal Bank of Canada
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Financial Enhancement Group's FVD Position: Q4 2020 in Review

Financial Enhancement Group sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2020, closing a stake of 50 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in FVD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 389 funds tracked by Wall St. Rank hold FVD as of Q4 2020.

  • Financial Enhancement Group reported no remaining First Trust Value Line Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 50 First Trust Value Line Dividend Fund shares in Q4 2020, an estimated $2K.
  • Financial Enhancement Group first reported a position in First Trust Value Line Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Financial Enhancement Group's First Trust Value Line Dividend Fund position peaked at $2K in Q3 2020.
  • 389 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.