INDEPENDENT FINANCIAL GROUP, LLC’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
2026
Q1
$3.18M Sell
2025
Q4
$3.41M Buy
2025
Q3
$3.35M Buy
2025
Q2
$3.13M Buy