Acorn Wealth Advisors’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
Q2 | $810K | Buy |
|
|||||
|
2025
Q1 | $802K | Buy |
|
|||||
|
2024
Q4 | $784K | Sell |
|
|||||
|
2024
Q3 | $927K | Sell |
|
|||||
|
2024
Q2 | $875K | Sell |
|
|||||
|
2024
Q1 | $928K | Buy |
|
|||||
|
2023
Q4 | $878K | Sell |
|
|||||
|
2023
Q3 | $829K | Sell |
|
|||||
|
2023
Q2 | $915K | Buy |
|
|||||
|
2023
Q1 | $911K | Buy |
|
|||||
|
2022
Q4 | $881K | Buy |
|
|||||
|
2022
Q3 | $740K | Buy |
|
|||||
|
2022
Q2 | $707K | Sell |
|
|||||
|
2022
Q1 | $825K | Sell |
|
|||||
|
2021
Q4 | $985K | Buy |
|
|||||
|
2021
Q3 | $895K | Sell |
|
|||||
|
2021
Q2 | $932K | Sell |
|
|||||
|
2021
Q1 | $903K | Sell |
|
|||||
|
2020
Q4 | $851K | Sell |
|
|||||
|
2020
Q3 | $820K | Sell |
|
|||||
|
2020
Q2 | $928K | Sell |
|
|||||
|
2020
Q1 | $968K | Sell |
|
|||||
|
2019
Q4 | $1.86M | Sell |
|
|||||
|
2019
Q3 | $1.9M | Buy |
|
|||||
|
2019
Q2 | $1.64M | Sell |
|
|||||
|
2019
Q1 | $1.82M | Sell |
|
|||||
|
2018
Q4 | $2.08M | Sell |
|
|||||
|
2018
Q3 | $2.24M | Buy |
|
|||||
|
2018
Q2 | $1.93M | Buy |
|
|||||
|
2018
Q1 | $1.92M | Buy |
|
|||||
|
2017
Q4 | $1.73M | Buy |
|