Clarus Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $692K | Buy |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $986K | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $533K | Sell |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $435K | Sell |
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|
2019
Q4 | $728K | Sell |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $664K | Buy |
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|
2019
Q1 | $143K | Sell |
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|
2018
Q4 | $156K | Sell |
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|
2018
Q3 | $173K | Sell |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $259K | Buy |
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