Barnes Pettey Financial Advisors’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 | $3.46M | Sell |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $4.55M | Sell |
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|
2024
Q3 | $4.99M | Sell |
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|
2024
Q2 | $5.85M | Sell |
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|
2024
Q1 | $7.07M | Sell |
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|
2023
Q4 | $7.1M | Sell |
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|
2023
Q3 | $7.08M | Sell |
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|
2023
Q2 | $7.65M | Sell |
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|
2023
Q1 | $7.96M | Sell |
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|
2022
Q4 | $8.06M | Buy |
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|
2022
Q3 | $6.48M | Sell |
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|
2022
Q2 | $7.12M | Buy |
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|
2022
Q1 | $7.68M | Buy |
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|
2021
Q4 | $7.76M | Buy |
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