CFFP
FVD icon

Center for Financial Planning’s First Trust Value Line Dividend Fund FVD Stock Holding History

Center for Financial Planning’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$63.4K Hold
1,418
– – 0.01% 266
2025
Q1 		$63.2K Hold
1,418
– – 0.01% 257
2024
Q4 		$61.9K Buy
1,418
+9
+0.6% +$393 0.01% 243
2024
Q3 		$64.1K Buy
+1,409
New +$64.1K 0.01% 225