Cerity Partners
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Cerity Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Cerity Partners’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$424K Buy
2025
Q2 		$243K Sell
2025
Q1 		$456K Buy
2024
Q4 		$291K Sell
2024
Q3 		$325K Sell
2024
Q2 		$308K Sell
2024
Q1 		$466K Sell
2023
Q4 		$483K Buy
2023
Q3 		– Sell
2023
Q2 		$1.74M Buy