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

Regent Peak 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
Q1 		– Sell
-575
Closed -$20K – 459
2020
Q4 		$20K Buy
+575
New +$19.4K 0.01% 452

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's FVD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 575 shares — an estimated $20K sold.

Regent Peak Wealth Advisors first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 575 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $20K.
  • Regent Peak Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $20K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.