Cherry Creek Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Buy |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $6.5M | Buy |
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|
2024
Q2 | $5.74M | Sell |
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|
2024
Q1 | $6.25M | Buy |
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|
2023
Q4 | $5.62M | Buy |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $5.38M | Sell |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $5.38M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $4.67M | Buy |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $4.15M | Buy |
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