Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Sell |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $8.55M | Sell |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $9.29M | Sell |
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|
2023
Q1 | $9.53M | Buy |
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|
2022
Q4 | $7.42M | Buy |
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|
2022
Q3 | $6.49M | Sell |
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|
2022
Q2 | $7.29M | Buy |
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|
2022
Q1 | $7.81M | Buy |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q2 | $5.97M | Hold |
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|
2021
Q1 | $5.97M | Hold |
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|
2020
Q4 | $5.97M | Hold |
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|
2020
Q3 | $5.97M | Hold |
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|
2020
Q2 | $5.97M | Hold |
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|
2020
Q1 | $5.97M | Hold |
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|
2019
Q4 | $5.97M | Hold |
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|
2019
Q3 | $5.97M | Hold |
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|
2019
Q2 | $5.97M | Hold |
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|
2019
Q1 | $5.97M | Buy |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $318K | Buy |
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|
2018
Q2 | $204K | Buy |
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|
2018
Q1 | $62K | Buy |
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|
2017
Q4 | $63K | Buy |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $59K | Buy |
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|
2017
Q1 | $59K | Buy |
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|
2016
Q4 | $56K | Buy |
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