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WealthBridge Capital Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-1,310
Closed -$43K – 377
2019
Q1 		$43K Hold
1,310
– – 0.03% 309
2018
Q4 		$38K Buy
+1,310
New +$40.3K 0.03% 296

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RJFSA
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WealthBridge Capital Management's FVD Position: Q2 2019 in Review

WealthBridge Capital Management sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2019, closing a stake of 1,310 shares — an estimated $43K sold.

WealthBridge Capital Management first reported a position in FVD in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q1 2019. 259 funds tracked by Wall St. Rank hold FVD as of Q2 2019.

  • WealthBridge Capital Management reported no remaining First Trust Value Line Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,310 First Trust Value Line Dividend Fund shares in Q2 2019, an estimated $43K.
  • WealthBridge Capital Management first reported a position in First Trust Value Line Dividend Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's First Trust Value Line Dividend Fund position peaked at $43K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.