Commonwealth Financial Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
5,785
| – | – | 0.05% | 173 |
|
|
2025
Q1 | $258K | Hold |
5,785
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $252K | Hold |
5,785
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $263K | Hold |
5,785
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $235K | Hold |
5,785
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $235K | Hold |
5,785
| – | – | 0.06% | 165 |
|
|
2023
Q4 | $235K | Hold |
5,785
| – | – | 0.06% | 165 |
|
|
2023
Q3 | $216K | Buy |
+5,785
| New | +$216K | 0.06% | 170 |
|