Peterson Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Peterson Wealth Advisors’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
2022 Q4	–	Sell	-7,442	Closed	-$266K	–	65
2022 Q3	$266K	Hold	7,442	–	–	0.09%	49
2022 Q2	$289K	Hold	7,442	–	–	0.1%	46
2022 Q1	$315K	Hold	7,442	–	–	0.09%	49
2021 Q4	$320K	Hold	7,442	–	–	0.09%	48
2021 Q3	$292K	Hold	7,442	–	–	0.1%	45
2021 Q2	$296K	Hold	7,442	–	–	0.11%	46
2021 Q1	$283K	Hold	7,442	–	–	0.12%	44
2020 Q4	$261K	Hold	7,442	–	–	0.11%	43
2020 Q3	$234K	Sell	7,442 -2,993	-29%	-$94.9K	0.12%	44
2020 Q2	$316K	Buy	10,435 +76	+0.7%	+$2.26K	0.17%	39
2020 Q1	$287K	Buy	+10,359	New	+$348K	0.19%	42
2018 Q2	–	Sell	-24,671	Closed	-$737K	–	46
2018 Q1	$737K	Sell	24,671 -2,901	-11%	-$88.3K	0.61%	23
2017 Q4	$851K	Buy	+27,572	New	+$840K	0.77%	23

Other funds holding FVD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Peterson Wealth Advisors's FVD Position: Q4 2022 in Review

Peterson Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2022, closing a stake of 7,442 shares — an estimated $266K sold.

Peterson Wealth Advisors first reported a position in FVD in Q4 2017 and held it in 13 quarters. The position peaked at $851K in Q4 2017. 515 funds tracked by Wall St. Rank hold FVD as of Q4 2022.

Peterson Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q4 2022 after selling out during the quarter.
Peterson Wealth Advisors sold 7,442 First Trust Value Line Dividend Fund shares in Q4 2022, an estimated $266K.
Peterson Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2017 and held it in 13 quarters.
Peterson Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $851K in Q4 2017.
515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2022.

Based on Peterson Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.