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

Wipfli 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
2022 Q3	$7K	Buy	+200	New	+$7.92K	﹤0.01%	1959

Other funds holding FVD

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wipfli Financial Advisors's FVD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Value Line Dividend Fund (FVD) in Q3 2022: 200 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1959 among its holdings.

484 funds tracked by Wall St. Rank hold FVD as of Q3 2022.

Wipfli Financial Advisors held 200 shares of First Trust Value Line Dividend Fund worth $7K as of Q3 2022.
First Trust Value Line Dividend Fund was a new Wipfli Financial Advisors position in Q3 2022.
First Trust Value Line Dividend Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1959 holding.
484 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.