Apollon Wealth Management’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 | $613K | Sell |
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|
2025
Q2 | $739K | Buy |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $842K | Buy |
|
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|
2024
Q3 | $689K | Buy |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $10.5M | Buy |
|
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|
2023
Q1 | $8.27M | Buy |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $413K | Buy |
|