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HC Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

HC Advisors’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
Q2 		– Sell
-8,919
Closed -$247K – 87
2020
Q1 		$247K Buy
+8,919
New +$300K 1.08% 22

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HC Advisors's FVD Position: Q2 2020 in Review

HC Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2020, closing a stake of 8,919 shares — an estimated $247K sold.

HC Advisors first reported a position in FVD in Q1 2020 and held it in 1 quarter. The position peaked at $247K in Q1 2020. 334 funds tracked by Wall St. Rank hold FVD as of Q2 2020.

  • HC Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • HC Advisors sold 8,919 First Trust Value Line Dividend Fund shares in Q2 2020, an estimated $247K.
  • HC Advisors first reported a position in First Trust Value Line Dividend Fund in Q1 2020 and held it in 1 quarter.
  • HC Advisors's First Trust Value Line Dividend Fund position peaked at $247K in Q1 2020.
  • 334 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2020.

Based on HC Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.