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

Phoenix 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
2021 Q4	–	Sell	-400	Closed	-$16K	–	207
2021 Q3	$16K	Hold	400	–	–	0.01%	277
2021 Q2	$16K	Hold	400	–	–	0.01%	269
2021 Q1	$15K	Hold	400	–	–	0.01%	272
2020 Q4	$14K	Buy	+400	New	+$13.5K	0.01%	282

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Phoenix Wealth Advisors's FVD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2021, closing a stake of 400 shares — an estimated $16K sold.

Phoenix Wealth Advisors first reported a position in FVD in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q3 2021. 467 funds tracked by Wall St. Rank hold FVD as of Q4 2021.

Phoenix Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 400 First Trust Value Line Dividend Fund shares in Q4 2021, an estimated $16K.
Phoenix Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $16K in Q3 2021.
467 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.