Apollon Financial’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 | $1.71M | Sell |
38,151
-900
| -2% | -$40.2K | 0.36% | 64 |
|
|
2025
Q1 | $1.74M | Sell |
39,051
-3,190
| -8% | -$142K | 0.41% | 60 |
|
|
2024
Q4 | $1.84M | Sell |
42,241
-723
| -2% | -$31.6K | 0.46% | 52 |
|
|
2024
Q3 | $1.95M | Sell |
42,964
-4,489
| -9% | -$204K | 0.57% | 42 |
|
|
2024
Q2 | $1.93M | Sell |
47,453
-33,657
| -41% | -$1.37M | 0.63% | 36 |
|
|
2024
Q1 | $3.43M | Sell |
81,110
-18,888
| -19% | -$798K | 1.18% | 23 |
|
|
2023
Q4 | $4.06M | Buy |
+99,998
| New | +$4.06M | 1.6% | 18 |
|