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

WealthShield’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
2017 Q4	$347K	Buy	+11,269	New	+$343K	0.21%	86

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield's FVD Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Value Line Dividend Fund (FVD) in Q4 2017: 11,269 shares worth $347K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

202 funds tracked by Wall St. Rank hold FVD as of Q4 2017.

WealthShield held 11,269 shares of First Trust Value Line Dividend Fund worth $347K as of Q4 2017.
First Trust Value Line Dividend Fund was a new WealthShield position in Q4 2017.
First Trust Value Line Dividend Fund made up 0.21% of WealthShield's portfolio in Q4 2017, its #86 holding.
202 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.