Bartlett & Co 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
Q3 | $92.5K | Hold |
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|
2025
Q2 | $89.4K | Hold |
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|
2025
Q1 | $89.2K | Hold |
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|
2024
Q4 | $87.3K | Hold |
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|
2024
Q3 | $91K | Sell |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.8K | Hold |
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|
2022
Q4 | $9.74K | Hold |
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|
2022
Q3 | $8.73K | Hold |
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|
2022
Q2 | $9.47K | Hold |
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|
2022
Q1 | $10.3K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.43K | Buy |
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