CFCI
Comprehensive Financial Consultants Institutional’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
35,237
-524
| -1% | -$23.4K | 0.52% | 70 |
|
|
2025
Q1 | $1.59M | Buy |
35,761
+22
| +0.1% | +$981 | 0.57% | 66 |
|
|
2024
Q4 | $1.56M | Sell |
35,739
-789
| -2% | -$34.4K | 0.57% | 65 |
|
|
2024
Q3 | $1.66M | Sell |
36,528
-411
| -1% | -$18.7K | 0.61% | 59 |
|
|
2024
Q2 | $1.51M | Buy |
36,939
+1,011
| +3% | +$41.2K | 0.59% | 67 |
|
|
2024
Q1 | $1.52M | Sell |
35,928
-2,585
| -7% | -$109K | 0.63% | 61 |
|
|
2023
Q4 | $1.56M | Buy |
38,513
+1,359
| +4% | +$55.1K | 0.73% | 57 |
|
|
2023
Q3 | $1.39M | Buy |
37,154
+126
| +0.3% | +$4.71K | 0.73% | 52 |
|
|
2023
Q2 | $1.49M | Sell |
37,028
-1,058
| -3% | -$42.5K | 0.79% | 44 |
|
|
2023
Q1 | $1.53M | Sell |
38,086
-2,203
| -5% | -$88.5K | 0.86% | 34 |
|
|
2022
Q4 | $1.65M | Sell |
40,289
-531
| -1% | -$21.8K | 1% | 31 |
|
|
2022
Q3 | $1.49M | Sell |
40,820
-2,192
| -5% | -$80.2K | 0.99% | 36 |
|
|
2022
Q2 | $1.66M | Sell |
43,012
-1,118
| -3% | -$43.2K | 1.18% | 26 |
|
|
2022
Q1 | $1.79M | Sell |
44,130
-40
| -0.1% | -$1.62K | 1.25% | 27 |
|
|
2021
Q4 | $1.81M | Buy |
+44,170
| New | +$1.81M | 1.16% | 23 |
|