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Bright Futures Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bright Futures Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,973
Closed -$628K – 167
2024
Q3 		$628K Hold
13,973
– – 0.3% 97
2024
Q2 		$603K Hold
13,973
– – 0.33% 92
2024
Q1 		$570K Buy
+13,973
New +$570K 0.31% 92