Savior LLC’s First Trust Value Line Dividend Fund FVD Stock Holding History

Savior LLC’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 Q3	–	Sell	-466	Closed	-$19K	–	411
2021 Q2	$19K	Hold	466	–	–	0.02%	290
2021 Q1	$18K	Hold	466	–	–	0.02%	298
2020 Q4	$16K	Buy	466 +1	+0.2%	+$34	0.01%	321
2020 Q3	$15K	Buy	465 +440	+1,760%	+$14K	0.02%	298
2020 Q2	$1K	Buy	25 +3	+14%	+$89	﹤0.01%	728
2020 Q1	$1K	Buy	+22	New	+$739	﹤0.01%	712

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Savior LLC's FVD Position: Q3 2021 in Review

Savior LLC sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2021, closing a stake of 466 shares — an estimated $19K sold.

Savior LLC first reported a position in FVD in Q1 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 400 funds tracked by Wall St. Rank hold FVD as of Q3 2021.

Savior LLC reported no remaining First Trust Value Line Dividend Fund position as of Q3 2021 after selling out during the quarter.
Savior LLC sold 466 First Trust Value Line Dividend Fund shares in Q3 2021, an estimated $19K.
Savior LLC first reported a position in First Trust Value Line Dividend Fund in Q1 2020 and held it in 6 quarters.
Savior LLC's First Trust Value Line Dividend Fund position peaked at $19K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.