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Tortoise Investment Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Tortoise Investment Management’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
2023
Q1 		– Sell
-343
Closed -$13.7K – 782
2022
Q4 		$13.7K Buy
+343
New +$13.4K ﹤0.01% 504

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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortoise Investment Management's FVD Position: Q1 2023 in Review

Tortoise Investment Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2023, closing a stake of 343 shares — an estimated $13.7K sold.

Tortoise Investment Management first reported a position in FVD in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 515 funds tracked by Wall St. Rank hold FVD as of Q1 2023.

  • Tortoise Investment Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 343 First Trust Value Line Dividend Fund shares in Q1 2023, an estimated $13.7K.
  • Tortoise Investment Management first reported a position in First Trust Value Line Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Tortoise Investment Management's First Trust Value Line Dividend Fund position peaked at $13.7K in Q4 2022.
  • 515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2023.

Based on Tortoise Investment Management's 13F filing for Q1 2023, filed 9 May 2023.