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

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
2020
Q2 		– Sell
-12,170
Closed -$349K – 79
2020
Q1 		$349K Sell
12,170
-39,800
-77% -$1.34M 0.23% 48
2019
Q4 		$1.91M Buy
+51,970
New +$1.83M 1.09% 17

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Advisors's FVD Position: Q2 2020 in Review

Wealth Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2020, closing a stake of 12,170 shares — an estimated $349K sold.

Wealth Advisors first reported a position in FVD in Q4 2019 and held it in 2 quarters. The position peaked at $1.91M in Q4 2019. 334 funds tracked by Wall St. Rank hold FVD as of Q2 2020.

  • Wealth Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Advisors sold 12,170 First Trust Value Line Dividend Fund shares in Q2 2020, an estimated $349K.
  • Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $1.91M in Q4 2019.
  • 334 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2020.

Based on Wealth Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.