Balboa Wealth 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	$354K	Sell	7,926 -30	-0.4%	-$1.34K	0.07%	214
2025 Q1	$355K	Buy	7,956 +134	+2%	+$5.98K	0.09%	170
2024 Q4	$341K	Buy	+7,822	New	+$341K	0.08%	190