WealthShield Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-14,233	Closed	-$566K	–	423
2021 Q2	$566K	Sell	14,233 -85	-0.6%	-$3.38K	0.09%	156
2021 Q1	$544K	Buy	14,318 +408	+3%	+$14.8K	0.1%	148
2020 Q4	$487K	Buy	+13,910	New	+$470K	0.09%	175
2018 Q1	–	Sell	-11,269	Closed	-$347K	–	241
2017 Q4	$347K	Buy	+11,269	New	+$343K	0.21%	86

Other funds holding FVD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's FVD Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2021, closing a stake of 14,233 shares — an estimated $566K sold.

WealthShield Partners first reported a position in FVD in Q4 2017 and held it in 4 quarters. The position peaked at $566K in Q2 2021. 400 funds tracked by Wall St. Rank hold FVD as of Q3 2021.

WealthShield Partners reported no remaining First Trust Value Line Dividend Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 14,233 First Trust Value Line Dividend Fund shares in Q3 2021, an estimated $566K.
WealthShield Partners first reported a position in First Trust Value Line Dividend Fund in Q4 2017 and held it in 4 quarters.
WealthShield Partners's First Trust Value Line Dividend Fund position peaked at $566K in Q2 2021.
400 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.