Chicago Partners Investment Group’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
Q3 | $4.12M | Sell |
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|
2025
Q2 | $4.29M | Sell |
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|
2025
Q1 | $4.16M | Sell |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $4.32M | Sell |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $5.69M | Buy |
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|
2023
Q3 | $5.09M | Buy |
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|
2023
Q2 | $5.46M | Buy |
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|
2023
Q1 | $4.94M | Buy |
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q3 | $4.27M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $701K | Buy |
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|
2019
Q4 | $596K | Hold |
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|
2019
Q3 | $570K | Buy |
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