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

Wealth Advisory Solutions’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
Q1 		– Sell
-6,713
Closed -$242K – 171
2019
Q4 		$242K Buy
+6,713
New +$236K 0.06% 162

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Wealth Advisory Solutions's FVD Position: Q1 2020 in Review

Wealth Advisory Solutions sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2020, closing a stake of 6,713 shares — an estimated $242K sold.

Wealth Advisory Solutions first reported a position in FVD in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 345 funds tracked by Wall St. Rank hold FVD as of Q1 2020.

  • Wealth Advisory Solutions reported no remaining First Trust Value Line Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 6,713 First Trust Value Line Dividend Fund shares in Q1 2020, an estimated $242K.
  • Wealth Advisory Solutions first reported a position in First Trust Value Line Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Advisory Solutions's First Trust Value Line Dividend Fund position peaked at $242K in Q4 2019.
  • 345 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2020.

Based on Wealth Advisory Solutions's 13F filing for Q1 2020, filed 18 Dec 2020.