Leelyn Smith’s First Trust Value Line Dividend Fund FVD Stock Holding History

Leelyn Smith’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
2020 Q2	–	Sell	-1,528	Closed	-$42K	–	407
2020 Q1	$42K	Hold	1,528	–	–	0.02%	171
2019 Q4	$55	Buy	+1,528	New	+$53.8K	0.03%	186

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leelyn Smith's FVD Position: Q2 2020 in Review

Leelyn Smith sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2020, closing a stake of 1,528 shares — an estimated $42K sold.

Leelyn Smith first reported a position in FVD in Q4 2019 and held it in 2 quarters. The position peaked at $42K in Q1 2020. 334 funds tracked by Wall St. Rank hold FVD as of Q2 2020.

Leelyn Smith reported no remaining First Trust Value Line Dividend Fund position as of Q2 2020 after selling out during the quarter.
Leelyn Smith sold 1,528 First Trust Value Line Dividend Fund shares in Q2 2020, an estimated $42K.
Leelyn Smith first reported a position in First Trust Value Line Dividend Fund in Q4 2019 and held it in 2 quarters.
Leelyn Smith's First Trust Value Line Dividend Fund position peaked at $42K in Q1 2020.
334 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2020.

Based on Leelyn Smith's 13F filing for Q2 2020, filed 6 Aug 2020.