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Signator Financial Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Signator Financial Services’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
2013
Q3 		$4K Hold
200
– – ﹤0.01% 255
2013
Q2 		$4K Buy
+200
New +$3.95K ﹤0.01% 257

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U
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Wells Fargo
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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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signator Financial Services's FVD Position: Q3 2013 in Review

Signator Financial Services held its First Trust Value Line Dividend Fund (FVD) position steady in Q3 2013 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Signator Financial Services first reported a position in FVD in Q2 2013 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold FVD as of Q3 2013.

  • Signator Financial Services held 200 shares of First Trust Value Line Dividend Fund worth $4K as of Q3 2013.
  • Signator Financial Services left its First Trust Value Line Dividend Fund share count unchanged in Q3 2013.
  • First Trust Value Line Dividend Fund made up ﹤0.01% of Signator Financial Services's portfolio in Q3 2013, its #255 holding.
  • Signator Financial Services first reported a position in First Trust Value Line Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.