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

Pinnacle 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 Q2	$28K	Buy	+700	New	+$27.8K	﹤0.01%	422

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

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

Pinnacle Wealth Advisors's FVD Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in First Trust Value Line Dividend Fund (FVD) in Q2 2021: 700 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

405 funds tracked by Wall St. Rank hold FVD as of Q2 2021.

Pinnacle Wealth Advisors held 700 shares of First Trust Value Line Dividend Fund worth $28K as of Q2 2021.
First Trust Value Line Dividend Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
First Trust Value Line Dividend Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #422 holding.
405 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.