Bleakley Financial Group’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 | $588K | Sell |
|
|||||
|
2025
Q1 | $598K | Sell |
|
|||||
|
2024
Q4 | $606K | Sell |
|
|||||
|
2024
Q3 | $635K | Hold |
|
|||||
|
2024
Q2 | $569K | Hold |
|
|||||
|
2024
Q1 | $589K | Sell |
|
|||||
|
2023
Q4 | $580K | Buy |
|
|||||
|
2023
Q3 | $514K | Sell |
|
|||||
|
2023
Q2 | $565K | Buy |
|
|||||
|
2023
Q1 | $562K | Hold |
|
|||||
|
2022
Q4 | $558K | Buy |
|