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Beacon Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Beacon Investment Advisors’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Sell
7,408
-823
-10% -$36.6K 0.14% 123
2025
Q1 		$367K Buy
+8,231
New +$367K 0.17% 118