SFWA
FVD icon

Summit Financial Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Summit Financial Wealth Advisors’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
2018
Q1 		– Sell
-560,954
Closed -$11.2M – 148
2017
Q4 		$11.2M Buy
+560,954
New +$17.1M 3.86% 4

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial Wealth Advisors's FVD Position: Q1 2018 in Review

Summit Financial Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2018, closing a stake of 560,954 shares — an estimated $11.2M sold.

Summit Financial Wealth Advisors first reported a position in FVD in Q4 2017 and held it in 1 quarter. The position peaked at $11.2M in Q4 2017. 211 funds tracked by Wall St. Rank hold FVD as of Q1 2018.

  • Summit Financial Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 560,954 First Trust Value Line Dividend Fund shares in Q1 2018, an estimated $11.2M.
  • Summit Financial Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $11.2M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.