Atlas Private 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 | $245K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $834K | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $7.58M | Sell |
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|
2021
Q3 | $9.39M | Sell |
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|
2021
Q2 | $9.64M | Buy |
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|
2021
Q1 | $7.98M | Buy |
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|
2020
Q4 | $4.92M | Buy |
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|
2020
Q3 | $3.43M | Buy |
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|
2020
Q2 | $2.78M | Buy |
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