VIA
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Vantage Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Vantage Investment 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
Q3 		$34K Hold
1,069
– – 0.01% 342
2018
Q2 		$32K Buy
+1,069
New +$32.1K 0.01% 338

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Vantage Investment Advisors's FVD Position: Q3 2018 in Review

Vantage Investment Advisors held its First Trust Value Line Dividend Fund (FVD) position steady in Q3 2018 at 1,069 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #342.

Vantage Investment Advisors first reported a position in FVD in Q2 2018 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold FVD as of Q3 2018.

  • Vantage Investment Advisors held 1,069 shares of First Trust Value Line Dividend Fund worth $34K as of Q3 2018.
  • Vantage Investment Advisors left its First Trust Value Line Dividend Fund share count unchanged in Q3 2018.
  • First Trust Value Line Dividend Fund made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #342 holding.
  • Vantage Investment Advisors first reported a position in First Trust Value Line Dividend Fund in Q2 2018 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.