SFPG
FVL

Stonebridge Financial Planning Group’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

Stonebridge Financial Planning Group’s Portfolio FVL Stock Details FVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-275
Closed -$6K – 418
2020
Q2 		$6K Hold
275
– – 0.01% 348
2020
Q1 		$5K Hold
275
– – 0.01% 368
2019
Q4 		$6K Buy
+275
New +$6.14K 0.01% 322

Other funds holding FVL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Stonebridge Financial Planning Group's FVL Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of First TrustValue Line 100 Exchange-Traded (FVL) in Q3 2020, closing a stake of 275 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in FVL in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 18 funds tracked by Wall St. Rank hold FVL as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining First TrustValue Line 100 Exchange-Traded position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 275 First TrustValue Line 100 Exchange-Traded shares in Q3 2020, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in First TrustValue Line 100 Exchange-Traded in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's First TrustValue Line 100 Exchange-Traded position peaked at $6K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.