WT Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

WT Wealth Management’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
2020 Q1	–	Sell	-18,573	Closed	-$669K	–	72
2019 Q4	$669K	Buy	18,573 +319	+2%	+$11.2K	0.51%	42
2019 Q3	$636K	Buy	+18,254	New	+$622K	0.55%	44

Other funds holding FVD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WT Wealth Management's FVD Position: Q1 2020 in Review

WT Wealth Management sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2020, closing a stake of 18,573 shares — an estimated $669K sold.

WT Wealth Management first reported a position in FVD in Q3 2019 and held it in 2 quarters. The position peaked at $669K in Q4 2019. 344 funds tracked by Wall St. Rank hold FVD as of Q1 2020.

WT Wealth Management reported no remaining First Trust Value Line Dividend Fund position as of Q1 2020 after selling out during the quarter.
WT Wealth Management sold 18,573 First Trust Value Line Dividend Fund shares in Q1 2020, an estimated $669K.
WT Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q3 2019 and held it in 2 quarters.
WT Wealth Management's First Trust Value Line Dividend Fund position peaked at $669K in Q4 2019.
344 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.