BlueChip Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96M | Sell |
200,487
-4,066
| -2% | -$182K | 3.99% | 4 |
|
|
2025
Q1 | $9.12M | Buy |
204,553
+23,312
| +13% | +$1.04M | 4.48% | 3 |
|
|
2024
Q4 | $7.91M | Buy |
181,241
+7,543
| +4% | +$329K | 4.39% | 4 |
|
|
2024
Q3 | $7.9M | Sell |
173,698
-4,792
| -3% | -$218K | 4.14% | 4 |
|
|
2024
Q2 | $7.27M | Sell |
178,490
-12,025
| -6% | -$490K | 4.28% | 4 |
|
|
2024
Q1 | $8.05M | Sell |
190,515
-1,052
| -0.5% | -$44.4K | 5.19% | 4 |
|
|
2023
Q4 | $7.77M | Buy |
+191,567
| New | +$7.77M | 5.45% | 5 |
|