Kistler-Tiffany Companies’s First Trust Value Line Dividend Fund FVD Stock Holding History

Kistler-Tiffany Companies’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
2016 Q4	–	Sell	-1,000	Closed	-$27K	–	527
2016 Q3	$27K	Buy	+1,000	New	+$27.2K	0.01%	335
2014 Q1	–	Sell	-1,520	Closed	-$33K	–	563
2013 Q4	$33K	Hold	1,520	–	–	0.02%	281
2013 Q3	$30K	Hold	1,520	–	–	0.02%	288
2013 Q2	$30K	Buy	+1,520	New	+$30K	0.03%	279

Other funds holding FVD

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

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

Kistler-Tiffany Companies's FVD Position: Q4 2016 in Review

Kistler-Tiffany Companies sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2016, closing a stake of 1,000 shares — an estimated $27K sold.

Kistler-Tiffany Companies first reported a position in FVD in Q2 2013 and held it in 4 quarters. The position peaked at $33K in Q4 2013. 128 funds tracked by Wall St. Rank hold FVD as of Q4 2016.

Kistler-Tiffany Companies reported no remaining First Trust Value Line Dividend Fund position as of Q4 2016 after selling out during the quarter.
Kistler-Tiffany Companies sold 1,000 First Trust Value Line Dividend Fund shares in Q4 2016, an estimated $27K.
Kistler-Tiffany Companies first reported a position in First Trust Value Line Dividend Fund in Q2 2013 and held it in 4 quarters.
Kistler-Tiffany Companies's First Trust Value Line Dividend Fund position peaked at $33K in Q4 2013.
128 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2016.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2016, filed 3 Feb 2017.