Zullo Investment Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-1,705	Closed	-$68K	–	354
2022 Q4	$68K	Hold	1,705	–	–	0.04%	237
2022 Q3	$61K	Hold	1,705	–	–	0.04%	248
2022 Q2	$66K	Hold	1,705	–	–	0.04%	250
2022 Q1	$72K	Buy	+1,705	New	+$70.9K	0.04%	258

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zullo Investment Group's FVD Position: Q1 2023 in Review

Zullo Investment Group sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2023, closing a stake of 1,705 shares — an estimated $68K sold.

Zullo Investment Group first reported a position in FVD in Q1 2022 and held it in 4 quarters. The position peaked at $72K in Q1 2022. 515 funds tracked by Wall St. Rank hold FVD as of Q1 2023.

Zullo Investment Group reported no remaining First Trust Value Line Dividend Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 1,705 First Trust Value Line Dividend Fund shares in Q1 2023, an estimated $68K.
Zullo Investment Group first reported a position in First Trust Value Line Dividend Fund in Q1 2022 and held it in 4 quarters.
Zullo Investment Group's First Trust Value Line Dividend Fund position peaked at $72K in Q1 2022.
515 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.