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

Wealth Quarterback’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
-689
Closed -$19.1K – 346
2020
Q1 		$19.1K Buy
689
+235
+52% +$7.9K 0.02% 345
2019
Q4 		$16.3K Buy
+454
New +$16K 0.01% 400

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 Quarterback's FVD Position: Q2 2020 in Review

Wealth Quarterback sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2020, closing a stake of 689 shares — an estimated $19.1K sold.

Wealth Quarterback first reported a position in FVD in Q4 2019 and held it in 2 quarters. The position peaked at $19.1K in Q1 2020. 334 funds tracked by Wall St. Rank hold FVD as of Q2 2020.

  • Wealth Quarterback reported no remaining First Trust Value Line Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 689 First Trust Value Line Dividend Fund shares in Q2 2020, an estimated $19.1K.
  • Wealth Quarterback first reported a position in First Trust Value Line Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's First Trust Value Line Dividend Fund position peaked at $19.1K in Q1 2020.
  • 334 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.