Ancora 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 | $89.7K | Hold |
2,007
| – | – | ﹤0.01% | 888 |
|
|
2025
Q1 | $89.5K | Hold |
2,007
| – | – | ﹤0.01% | 875 |
|
|
2024
Q4 | $87.6K | Hold |
2,007
| – | – | ﹤0.01% | 862 |
|
|
2024
Q3 | $91.3K | Sell |
2,007
-294
| -13% | -$13.4K | ﹤0.01% | 824 |
|
|
2024
Q2 | $93.8K | Buy |
2,301
+184
| +9% | +$7.5K | ﹤0.01% | 783 |
|
|
2024
Q1 | $89.4K | Hold |
2,117
| – | – | ﹤0.01% | 805 |
|
|
2023
Q4 | $85.9K | Buy |
2,117
+1,289
| +156% | +$52.3K | ﹤0.01% | 791 |
|
|
2023
Q3 | $31K | Hold |
828
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q2 | $33.2K | Hold |
828
| – | – | ﹤0.01% | 983 |
|
|
2023
Q1 | $33.3K | Hold |
828
| – | – | ﹤0.01% | 977 |
|
|
2022
Q4 | $33K | Hold |
828
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q3 | $30K | Hold |
828
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q2 | $32K | Hold |
828
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q1 | $35K | Buy |
828
+696
| +527% | +$29.4K | ﹤0.01% | 1360 |
|
|
2021
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 1958 |
|
|
2021
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 1270 |
|
|
2020
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q2 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 1183 |
|