Catalyst Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
Other funds holding FVD
RJFSA
RJA
Catalyst Wealth Management's FVD Position: Q1 2023 in Review
Catalyst Wealth Management reduced its First Trust Value Line Dividend Fund (FVD) stake by 22% in Q1 2023, selling an estimated $724K and leaving 63,850 shares worth $2.56M. The position accounts for 2.4% of the portfolio, ranked #3.
Catalyst Wealth Management first reported a position in FVD in Q4 2022 and has held it in 2 quarters since. The position peaked at $3.27M in Q4 2022. 516 funds tracked by Wall St. Rank hold FVD as of Q1 2023.
- Catalyst Wealth Management held 63,850 shares of First Trust Value Line Dividend Fund worth $2.56M as of Q1 2023.
- Catalyst Wealth Management sold 18,080 First Trust Value Line Dividend Fund shares in Q1 2023, an estimated $724K.
- First Trust Value Line Dividend Fund made up 2.4% of Catalyst Wealth Management's portfolio in Q1 2023, its #3 holding.
- Catalyst Wealth Management first reported a position in First Trust Value Line Dividend Fund in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's First Trust Value Line Dividend Fund position peaked at $3.27M in Q4 2022.
- 516 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.