Avantax Planning Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Avantax Planning Partners’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Hold
2025 Q2	$277K	Hold
2025 Q1	$276K	Hold
2024 Q4	$270K	Hold
2024 Q3	$282K	Hold
2024 Q2	$252K	Buy
2018 Q4	–	Sell
2018 Q3	$14K	Buy
2018 Q2	–	Sell
2018 Q1	$19K	Buy