LAS
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Lloyd Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		– Sell
-61
Closed -$2.8K – 926
2025
Q4 		$2.8K Buy
+61
New +$2.8K ﹤0.01% 441
2022
Q2 		– Sell
-3,750
Closed -$159K – 255
2022
Q1 		$159K Sell
3,750
-928
-20% -$38.6K 0.07% 114
2021
Q4 		$201K Buy
4,678
+736
+19% +$30.5K 0.09% 84
2021
Q3 		$155K Buy
3,942
+651
+20% +$26.4K 0.08% 102
2021
Q2 		$131K Sell
3,291
-1,339
-29% -$53.2K 0.07% 100
2021
Q1 		$176K Buy
4,630
+4,375
+1,716% +$158K 0.1% 75
2020
Q4 		$9K Sell
255
-12
-4% -$406 ﹤0.01% 207
2020
Q3 		$8K Sell
267
-188
-41% -$5.96K ﹤0.01% 195
2020
Q2 		$14K Buy
455
+230
+102% +$6.84K 0.01% 171
2020
Q1 		$6K Sell
225
-43
-16% -$1.45K ﹤0.01% 172
2019
Q4 		$10K Buy
+268
New +$9.44K 0.01% 216

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Raymond James Financial
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UBS Group
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Royal Bank of Canada
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Envestnet Asset Management
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Stifel Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return