Brinker Capital Investments’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 | $4.96M | Sell |
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|
2025
Q1 | $6.84M | Sell |
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|
2024
Q4 | $6.79M | Sell |
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|
2024
Q3 | $7.33M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $5.09M | Sell |
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|
2023
Q4 | $5.71M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $5.86M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $26K | Hold |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $26K | Buy |
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