NEXT Financial Holdings’s First Trust Value Line Dividend Fund FVD Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$15K	Buy	+475	New	+$14.9K	﹤0.01%	1026

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

NEXT Financial Holdings's FVD Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Value Line Dividend Fund (FVD) in Q1 2019: 475 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

256 funds tracked by Wall St. Rank hold FVD as of Q1 2019.

NEXT Financial Holdings held 475 shares of First Trust Value Line Dividend Fund worth $15K as of Q1 2019.
First Trust Value Line Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
First Trust Value Line Dividend Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1026 holding.
256 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.