Lansing Street Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Lansing Street Advisors’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
2023 Q2	$30.2K	Hold	754	–	–	0.02%	163
2023 Q1	$30.3K	Buy	+754	New	+$30.2K	0.02%	176

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lansing Street Advisors's FVD Position: Q2 2023 in Review

Lansing Street Advisors held its First Trust Value Line Dividend Fund (FVD) position steady in Q2 2023 at 754 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #163.

Lansing Street Advisors first reported a position in FVD in Q1 2023 and has held it in 2 quarters since. The position peaked at $30.3K in Q1 2023. 521 funds tracked by Wall St. Rank hold FVD as of Q2 2023.

Lansing Street Advisors held 754 shares of First Trust Value Line Dividend Fund worth $30.2K as of Q2 2023.
Lansing Street Advisors left its First Trust Value Line Dividend Fund share count unchanged in Q2 2023.
First Trust Value Line Dividend Fund made up 0.02% of Lansing Street Advisors's portfolio in Q2 2023, its #163 holding.
Lansing Street Advisors first reported a position in First Trust Value Line Dividend Fund in Q1 2023 and has held it in 2 quarters since.
Lansing Street Advisors's First Trust Value Line Dividend Fund position peaked at $30.3K in Q1 2023.
521 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.