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West Financial Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

West Financial Advisors’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
2024
Q4 		– Sell
-718
Closed -$32.7K – 215
2024
Q3 		$32.7K Hold
718
– – 0.01% 108
2024
Q2 		$29.3K Hold
718
– – 0.01% 97
2024
Q1 		$30.3K Hold
718
– – 0.01% 95
2023
Q4 		$29.1K Hold
718
– – 0.01% 95
2023
Q3 		$26.8K Hold
718
– – 0.01% 96
2023
Q2 		$28.8K Hold
718
– – 0.01% 95
2023
Q1 		$28.8K Hold
718
– – 0.01% 94
2022
Q4 		$28.7K Hold
718
– – 0.01% 94
2022
Q3 		$26K Hold
718
– – 0.01% 119
2022
Q2 		$28K Hold
718
– – 0.01% 112
2022
Q1 		$30K Hold
718
– – 0.01% 114
2021
Q4 		$31K Buy
+718
New +$29.7K 0.01% 124

Other funds holding FVD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Financial Advisors's FVD Position: Q4 2024 in Review

West Financial Advisors sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 718 shares — an estimated $32.7K sold.

West Financial Advisors first reported a position in FVD in Q4 2021 and held it in 12 quarters. The position peaked at $32.7K in Q3 2024. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • West Financial Advisors reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 718 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $32.7K.
  • West Financial Advisors first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and held it in 12 quarters.
  • West Financial Advisors's First Trust Value Line Dividend Fund position peaked at $32.7K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.