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Proficio Capital Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Proficio Capital Partners’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
Q1 		– Sell
-7,142
Closed -$250K – 271
2020
Q4 		$250K Buy
+7,142
New +$242K 0.04% 154

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Proficio Capital Partners's FVD Position: Q1 2021 in Review

Proficio Capital Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 7,142 shares — an estimated $250K sold.

Proficio Capital Partners first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $250K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • Proficio Capital Partners reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Proficio Capital Partners sold 7,142 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $250K.
  • Proficio Capital Partners first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Proficio Capital Partners's First Trust Value Line Dividend Fund position peaked at $250K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on Proficio Capital Partners's 13F filing for Q1 2021, filed 14 May 2021.