Wolverine Trading’s First Trust Value Line Dividend Fund FVD Stock Holding History

Wolverine Trading’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
2018 Q3	–	Sell	-38,400	Closed	-$1.15M	–	5229
2018 Q2	$1.15M	Hold	38,400	–	–	﹤0.01%	2118
2018 Q1	$1.15M	Buy	+38,400	New	+$1.17M	﹤0.01%	2118

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Wolverine Trading's FVD Position: Q3 2018 in Review

Wolverine Trading sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2018, closing a stake of 31,672 shares — an estimated $947K sold.

Wolverine Trading first reported a position in FVD in Q1 2018 and held it in 2 quarters. The position peaked at $947K in Q2 2018. 204 funds tracked by Wall St. Rank hold FVD as of Q3 2018.

Wolverine Trading reported no remaining First Trust Value Line Dividend Fund position as of Q3 2018 after selling out during the quarter.
Wolverine Trading sold 31,672 First Trust Value Line Dividend Fund shares in Q3 2018, an estimated $947K.
Wolverine Trading first reported a position in First Trust Value Line Dividend Fund in Q1 2018 and held it in 2 quarters.
Wolverine Trading's First Trust Value Line Dividend Fund position peaked at $947K in Q2 2018.
204 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2018.

Based on Wolverine Trading's 13F filing for Q3 2018, filed 14 Nov 2018.