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LifePro Asset Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

LifePro Asset 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
2021
Q1 		– Sell
-10,454
Closed -$367K – 86
2020
Q4 		$367K Buy
+10,454
New +$354K 0.11% 65

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RJFSA
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LifePro Asset Management's FVD Position: Q1 2021 in Review

LifePro Asset Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 10,454 shares — an estimated $367K sold.

LifePro Asset Management first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $367K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • LifePro Asset Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • LifePro Asset Management sold 10,454 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $367K.
  • LifePro Asset Management first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • LifePro Asset Management's First Trust Value Line Dividend Fund position peaked at $367K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on LifePro Asset Management's 13F filing for Q1 2021, filed 28 Apr 2021.