Wealthspire Advisors (Maryland)’s First Trust Value Line Dividend Fund FVD Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,235	Closed	-$40K	–	1036
2019 Q1	$40K	Buy	1,235 +197	+19%	+$6.17K	﹤0.01%	970
2018 Q4	$30K	Hold	1,038	–	–	﹤0.01%	1053
2018 Q3	$33K	Hold	1,038	–	–	﹤0.01%	1106
2018 Q2	$31K	Hold	1,038	–	–	﹤0.01%	1138
2018 Q1	$31K	Hold	1,038	–	–	﹤0.01%	1152
2017 Q4	$32K	Hold	1,038	–	–	﹤0.01%	1164
2017 Q3	$31K	Buy	+1,038	New	+$30.6K	﹤0.01%	1147

Other funds holding FVD

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FVD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Value Line Dividend Fund (FVD) in Q2 2019, closing a stake of 1,235 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in FVD in Q3 2017 and held it in 7 quarters. The position peaked at $40K in Q1 2019. 259 funds tracked by Wall St. Rank hold FVD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Trust Value Line Dividend Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,235 First Trust Value Line Dividend Fund shares in Q2 2019, an estimated $40K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Value Line Dividend Fund in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s First Trust Value Line Dividend Fund position peaked at $40K in Q1 2019.
259 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.