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Gerber Kawasaki Wealth & Investment Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-796
Closed -$31K – 579
2021
Q3 		$31K Buy
+796
New +$32.3K ﹤0.01% 397

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 $445B AUM 25.58% 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
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

Gerber Kawasaki Wealth & Investment Management's FVD Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2021, closing a stake of 796 shares — an estimated $31K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FVD in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 467 funds tracked by Wall St. Rank hold FVD as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Value Line Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 796 First Trust Value Line Dividend Fund shares in Q4 2021, an estimated $31K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Value Line Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Value Line Dividend Fund position peaked at $31K in Q3 2021.
  • 467 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.