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Resonant Capital Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Resonant Capital 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
2020
Q1 		– Sell
-5,755
Closed -$207K – 201
2019
Q4 		$207K Buy
+5,755
New +$203K 0.07% 198

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Wells Fargo
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UBS Group
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Ameriprise
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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
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resonant Capital Advisors's FVD Position: Q1 2020 in Review

Resonant Capital Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2020, closing a stake of 5,755 shares — an estimated $207K sold.

Resonant Capital Advisors first reported a position in FVD in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 345 funds tracked by Wall St. Rank hold FVD as of Q1 2020.

  • Resonant Capital Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Resonant Capital Advisors sold 5,755 First Trust Value Line Dividend Fund shares in Q1 2020, an estimated $207K.
  • Resonant Capital Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Resonant Capital Advisors's First Trust Value Line Dividend Fund position peaked at $207K in Q4 2019.
  • 345 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2020.

Based on Resonant Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.