Beacon Financial Advisory’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 | $10.8M | Buy |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $9.33M | Buy |
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|
2024
Q1 | $6.76M | Sell |
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|
2023
Q4 | $6.56M | Buy |
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|
2023
Q3 | $5.94M | Buy |
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|
2023
Q2 | $6.23M | Buy |
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|
2023
Q1 | $5.7M | Buy |
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|
2022
Q4 | $5.12M | Buy |
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|
2022
Q3 | $4.18M | Sell |
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|
2022
Q2 | $4.59M | Buy |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $4.71M | Buy |
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|
2021
Q3 | $3.86M | Buy |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | $2.08M | Sell |
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|
2019
Q4 | $4.47M | Buy |
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