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Hochman Cole Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.4M Buy
35,727
+23,612
+195% +$959K 0.55% 39
2021
Q2 		$482K Buy
+12,115
New +$482K 0.19% 78

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hochman Cole Investment Advisors's FVD Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 195% in Q3 2021, buying an estimated $959K and bringing the position to 35,727 shares worth $1.4M. The position accounts for 0.55% of the portfolio, ranked #39.

Hochman Cole Investment Advisors first reported a position in FVD in Q2 2021 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold FVD as of Q3 2021.

  • Hochman Cole Investment Advisors held 35,727 shares of First Trust Value Line Dividend Fund worth $1.4M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 23,612 First Trust Value Line Dividend Fund shares in Q3 2021, an estimated $959K.
  • First Trust Value Line Dividend Fund made up 0.55% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #39 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Value Line Dividend Fund in Q2 2021 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.