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Kings Point Capital Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Kings Point Capital 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
2018
Q2 		– Sell
-1,365
Closed -$41K – 361
2018
Q1 		$41K Buy
+1,365
New +$41.6K 0.01% 255

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Kings Point Capital Management's FVD Position: Q2 2018 in Review

Kings Point Capital Management sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2018, closing a stake of 1,365 shares — an estimated $41K sold.

Kings Point Capital Management first reported a position in FVD in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 205 funds tracked by Wall St. Rank hold FVD as of Q2 2018.

  • Kings Point Capital Management reported no remaining First Trust Value Line Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 1,365 First Trust Value Line Dividend Fund shares in Q2 2018, an estimated $41K.
  • Kings Point Capital Management first reported a position in First Trust Value Line Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Kings Point Capital Management's First Trust Value Line Dividend Fund position peaked at $41K in Q1 2018.
  • 205 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2018.

Based on Kings Point Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.