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Safeguard Investment Advisory Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Safeguard Investment Advisory Group’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
-1,950
Closed -$68K – 306
2020
Q4 		$68K Buy
+1,950
New +$66K 0.06% 163

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Ameriprise
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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

Safeguard Investment Advisory Group's FVD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2021, closing a stake of 1,950 shares — an estimated $68K sold.

Safeguard Investment Advisory Group first reported a position in FVD in Q4 2020 and held it in 1 quarter. The position peaked at $68K in Q4 2020. 407 funds tracked by Wall St. Rank hold FVD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust Value Line Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,950 First Trust Value Line Dividend Fund shares in Q1 2021, an estimated $68K.
  • Safeguard Investment Advisory Group first reported a position in First Trust Value Line Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust Value Line Dividend Fund position peaked at $68K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.