Balanced Wealth Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Balanced Wealth Group’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	$5.05M	Buy
2025 Q2	$4.97M	Sell
2025 Q1	$5.1M	Sell
2024 Q4	$5.09M	Sell
2024 Q3	$5.34M	Sell
2024 Q2	$4.77M	Sell
2024 Q1	$5.01M	Buy
2023 Q4	$4.05M	Buy