Claro 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 | $2.51M | Sell |
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|
2025
Q1 | $2.53M | Buy |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.93M | Sell |
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|
2023
Q4 | $4.74M | Sell |
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|
2023
Q3 | $4.92M | Sell |
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|
2023
Q2 | $5.36M | Sell |
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|
2023
Q1 | $5.77M | Buy |
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|
2022
Q4 | $5.51M | Buy |
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|
2022
Q3 | $5.34M | Hold |
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|
2022
Q2 | $5.34M | Buy |
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|
2022
Q1 | $5.67M | Hold |
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|
2021
Q4 | $5.67M | Sell |
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|
2021
Q3 | $5.29M | Buy |
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|
2021
Q2 | $5.18M | Buy |
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|
2021
Q1 | $3.43M | Sell |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $3.06M | Sell |
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|
2020
Q2 | $3.65M | Sell |
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|
2020
Q1 | $3.34M | Buy |
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|
2019
Q4 | $3.02M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.45M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $923K | Buy |
|