Checchi Capital Advisers’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,000
| Closed | -$241K | – | 554 |
|
|
2023
Q2 | $241K | Hold |
6,000
| – | – | 0.02% | 481 |
|
|
2023
Q1 | $241K | Hold |
6,000
| – | – | 0.02% | 477 |
|
|
2022
Q4 | $239K | Hold |
6,000
| – | – | 0.02% | 470 |
|
|
2022
Q3 | $215K | Hold |
6,000
| – | – | 0.02% | 498 |
|
|
2022
Q2 | $244K | Buy |
+6,000
| New | +$244K | 0.02% | 485 |
|