IMA Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-414
Closed -$18K 304
2021
Q4
$18K Buy
+414
New +$17.1K ﹤0.01% 227
2018
Q3
Sell
-123
Closed -$4K 390
2018
Q2
$4K Buy
+123
New +$3.7K ﹤0.01% 346

Other funds holding FVD

IMA Advisory Services's FVD Position: Q1 2022 in Review

IMA Advisory Services sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2022, closing a stake of 414 shares — an estimated $18K sold.

IMA Advisory Services first reported a position in FVD in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 481 funds tracked by Wall St. Rank hold FVD as of Q1 2022.

  • IMA Advisory Services reported no remaining First Trust Value Line Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • IMA Advisory Services sold 414 First Trust Value Line Dividend Fund shares in Q1 2022, an estimated $18K.
  • IMA Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q2 2018 and held it in 2 quarters.
  • IMA Advisory Services's First Trust Value Line Dividend Fund position peaked at $18K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2022.

Based on IMA Advisory Services's 13F filing for Q1 2022, filed 13 Jun 2022.