Insight Wealth Strategies’s First Trust Value Line Dividend Fund FVD Stock Holding History

Insight Wealth Strategies’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	-7,952	Closed	-$312K	–	166
2021 Q3	$312K	Sell	7,952 -2	-0%	-$81	0.04%	159
2021 Q2	$316K	Buy	7,954 +17	+0.2%	+$676	0.04%	157
2021 Q1	$301K	Sell	7,937 -55	-0.7%	-$1.99K	0.04%	176
2020 Q4	$280K	Sell	7,992 -1,302	-14%	-$44K	0.05%	177
2020 Q3	$292K	Sell	9,294 -846	-8%	-$26.8K	0.05%	147
2020 Q2	$307K	Sell	10,140 -118	-1%	-$3.51K	0.07%	125
2020 Q1	$284K	Sell	10,258 -3,668	-26%	-$123K	0.08%	117
2019 Q4	$502K	Buy	13,926 +2,185	+19%	+$76.9K	0.11%	124
2019 Q3	$409K	Buy	+11,741	New	+$400K	0.1%	132

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Wealth Strategies's FVD Position: Q4 2021 in Review

Insight Wealth Strategies sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2021, closing a stake of 7,952 shares — an estimated $312K sold.

Insight Wealth Strategies first reported a position in FVD in Q3 2019 and held it in 9 quarters. The position peaked at $502K in Q4 2019. 467 funds tracked by Wall St. Rank hold FVD as of Q4 2021.

Insight Wealth Strategies reported no remaining First Trust Value Line Dividend Fund position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 7,952 First Trust Value Line Dividend Fund shares in Q4 2021, an estimated $312K.
Insight Wealth Strategies first reported a position in First Trust Value Line Dividend Fund in Q3 2019 and held it in 9 quarters.
Insight Wealth Strategies's First Trust Value Line Dividend Fund position peaked at $502K in Q4 2019.
467 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.