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Riverview Trust Company’s First Trust Value Line Dividend Fund FVD Stock Holding History

Riverview Trust Company’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
2023
Q2 		– Sell
-107
Closed -$4.3K – 704
2023
Q1 		$4.3K Buy
+107
New +$4.29K ﹤0.01% 689

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Bank of America
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UBS Group
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RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riverview Trust Company's FVD Position: Q2 2023 in Review

Riverview Trust Company sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2023, closing a stake of 107 shares — an estimated $4.3K sold.

Riverview Trust Company first reported a position in FVD in Q1 2023 and held it in 1 quarter. The position peaked at $4.3K in Q1 2023. 521 funds tracked by Wall St. Rank hold FVD as of Q2 2023.

  • Riverview Trust Company reported no remaining First Trust Value Line Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 107 First Trust Value Line Dividend Fund shares in Q2 2023, an estimated $4.3K.
  • Riverview Trust Company first reported a position in First Trust Value Line Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Riverview Trust Company's First Trust Value Line Dividend Fund position peaked at $4.3K in Q1 2023.
  • 521 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.