Capital Investment Advisory Services’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 | $1.39M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $4.25M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.65M | Buy |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $865K | Sell |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $973K | Buy |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q3 | $658K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $143K | Buy |
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|
2018
Q4 | $86K | Buy |
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