Clearstead 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 | – | Sell |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $133K | Sell |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $93K | Buy |
|