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Monumental Financial Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Monumental Financial Group’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 		– Sell
-1,093
Closed -$44K – 60
2023
Q1 		$44K Buy
+1,093
New +$43.8K 0.03% 63

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Monumental Financial Group's FVD Position: Q2 2023 in Review

Monumental Financial Group sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2023, closing a stake of 1,093 shares — an estimated $44K sold.

Monumental Financial Group first reported a position in FVD in Q1 2023 and held it in 1 quarter. The position peaked at $44K in Q1 2023. 523 funds tracked by Wall St. Rank hold FVD as of Q2 2023.

  • Monumental Financial Group reported no remaining First Trust Value Line Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 1,093 First Trust Value Line Dividend Fund shares in Q2 2023, an estimated $44K.
  • Monumental Financial Group first reported a position in First Trust Value Line Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Monumental Financial Group's First Trust Value Line Dividend Fund position peaked at $44K in Q1 2023.
  • 523 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.