4Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
13,956
+270
+2% +$12.1K 0.63% 52
2025
Q1
$610K Buy
13,686
+1,876
+16% +$83.7K 0.67% 43
2024
Q4
$515K Buy
+11,810
New +$515K 0.52% 66