Arkadios 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
Q3 | $5.77M | Buy |
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|
2025
Q2 | $5.18M | Buy |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.17M | Buy |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $2.78M | Sell |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.61M | Sell |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $2.97M | Sell |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $5.37M | Sell |
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|
2021
Q2 | $7.08M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $4.87M | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $397K | Sell |
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|
2019
Q4 | $552K | Buy |
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