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Widmann Financial Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-132
Closed -$5K – 218
2021
Q4 		$5K Buy
+132
New +$5.46K ﹤0.01% 356

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RJFSA
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Royal Bank of Canada
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Widmann Financial Services's FVD Position: Q1 2022 in Review

Widmann Financial Services sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2022, closing a stake of 132 shares — an estimated $5K sold.

Widmann Financial Services first reported a position in FVD in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 481 funds tracked by Wall St. Rank hold FVD as of Q1 2022.

  • Widmann Financial Services reported no remaining First Trust Value Line Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 132 First Trust Value Line Dividend Fund shares in Q1 2022, an estimated $5K.
  • Widmann Financial Services first reported a position in First Trust Value Line Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's First Trust Value Line Dividend Fund position peaked at $5K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.