Columbia Advisory Partners’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
Q3 | $1.11M | Buy |
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|
2025
Q2 | $706K | Hold |
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|
2025
Q1 | $705K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $681K | Sell |
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|
2022
Q2 | $798K | Buy |
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|
2022
Q1 | $458K | Buy |
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