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

HFG 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	$488K	Buy	+12,160	New	+$487K	0.1%	59

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HFG Wealth Management opened a new position in First Trust Value Line Dividend Fund (FVD) in Q1 2023: 12,160 shares worth $488K. The stake represents 0.1% of the portfolio and ranks #59 among its holdings.

515 funds tracked by Wall St. Rank hold FVD as of Q1 2023.

HFG Wealth Management held 12,160 shares of First Trust Value Line Dividend Fund worth $488K as of Q1 2023.
First Trust Value Line Dividend Fund was a new HFG Wealth Management position in Q1 2023.
First Trust Value Line Dividend Fund made up 0.1% of HFG Wealth Management's portfolio in Q1 2023, its #59 holding.
515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.