Avior Wealth Management’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 | – | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $905K | Sell |
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $35K | Sell |
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|
2021
Q1 | $64K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $41K | Buy |
|