Avantax Advisory Services’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 | $20M | Sell |
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|
2025
Q1 | $22.6M | Sell |
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|
2024
Q4 | $23.7M | Buy |
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|
2024
Q3 | $23.5M | Sell |
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|
2024
Q2 | $29.5M | Sell |
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|
2024
Q1 | $32M | Sell |
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|
2023
Q4 | $45.3M | Sell |
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|
2023
Q3 | $43.1M | Buy |
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|
2023
Q2 | $46.1M | Buy |
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|
2023
Q1 | $45.3M | Buy |
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|
2022
Q4 | $43.2M | Buy |
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|
2022
Q3 | $38.7M | Buy |
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|
2022
Q2 | $41.4M | Sell |
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|
2022
Q1 | $46.8M | Sell |
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|
2021
Q4 | $54.3M | Buy |
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|
2021
Q3 | $48.8M | Sell |
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|
2021
Q2 | $49.8M | Buy |
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|
2021
Q1 | $47.5M | Sell |
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|
2020
Q4 | $47.9M | Sell |
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|
2020
Q3 | $48.3M | Buy |
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|
2020
Q2 | $38.5M | Buy |
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|
2020
Q1 | $34.7M | Buy |
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|
2019
Q4 | $42.9M | Buy |
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|
2019
Q3 | $5.58M | Buy |
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|
2019
Q2 | $3.59M | Buy |
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|
2019
Q1 | $3.43M | Buy |
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|
2018
Q4 | $2.51M | Buy |
|