Caliber Wealth Management (Kansas)’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	$6.65M	Sell	148,785 -7,981	-5%	-$357K	0.71%	30
2025 Q1	$6.99M	Buy	+156,766	New	+$6.99M	0.95%	22