CWM
FVD icon

Catalyst Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$2.56M Sell
63,850
-18,080
-22% -$726K 2.4% 3
2022
Q4
$3.27M Buy
+81,930
New +$3.27M 3.09% 1