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BostonPremier Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.8M Buy
353,372
+9,603
+3% +$429K 8.76% 3
2025
Q1
$15.3M Buy
343,769
+33,954
+11% +$1.51M 9.52% 3
2024
Q4
$13.5M Buy
+309,815
New +$13.5M 8.19% 4