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Interchange Capital Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-586
Closed -$20K – 554
2020
Q4 		$20K Buy
+586
New +$19.8K 0.01% 627

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Interchange Capital Partners's FVD Position: Q1 2021 in Review

Interchange Capital Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 586 shares — an estimated $20K sold.

Interchange Capital Partners first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • Interchange Capital Partners reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 586 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $20K.
  • Interchange Capital Partners first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's First Trust Value Line Dividend Fund position peaked at $20K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.