Pinnacle Financial Partners (Tennessee)’s First Trust Value Line Dividend Fund FVD Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-670	Closed	-$26K	–	544
2022 Q2	$26K	Hold	670	–	–	﹤0.01%	392
2022 Q1	$28K	Hold	670	–	–	﹤0.01%	406
2021 Q4	$29K	Hold	670	–	–	﹤0.01%	432
2021 Q3	$26K	Sell	670 -30	-4%	-$1.22K	﹤0.01%	426
2021 Q2	$28K	Hold	700	–	–	﹤0.01%	422
2021 Q1	$25K	Hold	700	–	–	﹤0.01%	386
2020 Q4	$22K	Hold	700	–	–	﹤0.01%	388
2020 Q3	$22K	Sell	700 -50	-7%	-$1.59K	﹤0.01%	381
2020 Q2	$23K	Hold	750	–	–	﹤0.01%	366
2020 Q1	$21K	Hold	750	–	–	﹤0.01%	365
2019 Q4	$27K	Buy	+750	New	+$26.4K	﹤0.01%	409
2019 Q2	–	Sell	-750	Closed	-$24K	–	402
2019 Q1	$24K	Buy	+750	New	+$23.5K	﹤0.01%	380
2018 Q4	–	Sell	-750	Closed	-$24K	–	359
2018 Q3	$24K	Hold	750	–	–	﹤0.01%	386
2018 Q2	$23K	Hold	750	–	–	﹤0.01%	360
2018 Q1	$22K	Buy	+750	New	+$22.8K	﹤0.01%	364

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

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

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

Pinnacle Financial Partners (Tennessee)'s FVD Position: Q3 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2022, closing a stake of 670 shares — an estimated $26K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FVD in Q1 2018 and held it in 15 quarters. The position peaked at $29K in Q4 2021. 484 funds tracked by Wall St. Rank hold FVD as of Q3 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining First Trust Value Line Dividend Fund position as of Q3 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 670 First Trust Value Line Dividend Fund shares in Q3 2022, an estimated $26K.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Value Line Dividend Fund in Q1 2018 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s First Trust Value Line Dividend Fund position peaked at $29K in Q4 2021.
484 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2022, filed 31 Oct 2022.