Winch Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Winch Advisory 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
2019 Q1	–	Sell	-100	Closed	-$3K	–	384
2018 Q4	$3K	Buy	+100	New	+$3.07K	﹤0.01%	264

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

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

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

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

Winch Advisory Services's FVD Position: Q1 2019 in Review

Winch Advisory Services sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in FVD in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 256 funds tracked by Wall St. Rank hold FVD as of Q1 2019.

Winch Advisory Services reported no remaining First Trust Value Line Dividend Fund position as of Q1 2019 after selling out during the quarter.
Winch Advisory Services sold 100 First Trust Value Line Dividend Fund shares in Q1 2019, an estimated $3K.
Winch Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q4 2018 and held it in 1 quarter.
Winch Advisory Services's First Trust Value Line Dividend Fund position peaked at $3K in Q4 2018.
256 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2019.

Based on Winch Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.