Clear Creek Financial Management’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 | $6.69M | Sell |
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|
2025
Q1 | $7.13M | Sell |
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|
2024
Q4 | $7.61M | Buy |
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|
2024
Q3 | $7.91M | Sell |
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|
2024
Q2 | $7.2M | Sell |
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|
2024
Q1 | $7.79M | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $10M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $6.47M | Buy |
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|
2022
Q2 | $6.64M | Buy |
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|
2022
Q1 | $6.06M | Sell |
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|
2021
Q4 | $8.84M | Sell |
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|
2021
Q3 | $9.56M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $2.34M | Sell |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7.67M | Sell |
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|
2020
Q1 | $8.04M | Sell |
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|
2019
Q4 | $11.7M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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