1776 Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.25M | Sell |
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|
2025
Q2 | $6.04M | Buy |
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|
2025
Q1 | $5.91M | Sell |
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|
2024
Q4 | $5.95M | Sell |
|
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|
2024
Q3 | $6.22M | Sell |
|
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|
2024
Q2 | $5.73M | Sell |
|
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|
2024
Q1 | $6.19M | Sell |
|
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|
2023
Q4 | $6.14M | Buy |
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|
2023
Q3 | $3.97M | Sell |
|
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|
2023
Q2 | $4.3M | Buy |
|
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|
2023
Q1 | $4.23M | Buy |
|
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|
2022
Q4 | $4.19M | Sell |
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|
2022
Q3 | $3.81M | Buy |
|
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|
2022
Q2 | $3.69M | Buy |
|
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|
2022
Q1 | $3.97M | Sell |
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|
2021
Q4 | $4.24M | Sell |
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|
2021
Q3 | $3.87M | Sell |
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|
2021
Q2 | $4.28M | Buy |
|
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $3.86M | Buy |
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|
2020
Q3 | $3.44M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $7.44M | Buy |
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|
2019
Q4 | $3.64M | Buy |
|