CIBC Private Wealth Group
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CIBC Private Wealth Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

CIBC Private Wealth Group’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
Q2 		$236K Hold
2025
Q1 		$214K Hold
2024
Q4 		$229K Sell
2024
Q3 		$286K Hold
2024
Q2 		$254K Sell
2024
Q1 		$324K Buy
2018
Q3 		– Sell
2018
Q2 		$112K Sell
2018
Q1 		$280K Buy
2017
Q4 		$16K Buy