Clarity Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
12,013
-3,347
| -22% | -$150K | 0.19% | 51 |
|
|
2025
Q1 | $685K | Buy |
15,360
+778
| +5% | +$34.7K | 0.28% | 51 |
|
|
2024
Q4 | $636K | Sell |
14,582
-215
| -1% | -$9.38K | 0.33% | 56 |
|
|
2024
Q3 | $673K | Buy |
14,797
+3,379
| +30% | +$154K | 0.4% | 56 |
|
|
2024
Q2 | $465K | Buy |
11,418
+1,061
| +10% | +$43.2K | 0.28% | 73 |
|
|
2024
Q1 | $437K | Buy |
10,357
+2,184
| +27% | +$92.2K | 0.29% | 76 |
|
|
2023
Q4 | $331K | Buy |
+8,173
| New | +$331K | 0.23% | 87 |
|