Avantax Planning Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
6,190
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $276K | Hold |
6,190
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $270K | Hold |
6,190
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $282K | Hold |
6,190
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $252K | Buy |
+6,190
| New | +$252K | 0.01% | 392 |
|
|
2018
Q4 | – | Sell |
-429
| Closed | -$14K | – | 616 |
|
|
2018
Q3 | $14K | Buy |
+429
| New | +$14K | ﹤0.01% | 789 |
|
|
2018
Q2 | – | Sell |
-635
| Closed | -$19K | – | 674 |
|
|
2018
Q1 | $19K | Buy |
+635
| New | +$19K | ﹤0.01% | 788 |
|