Concert Wealth 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
2017
Q2
Sell
2017
Q1
$1.28M Sell
2016
Q4
$1.31M Sell
2016
Q3
$1.31M Buy
2016
Q2
$776K Buy
2014
Q3
Sell
2014
Q2
$680K Buy
2014
Q1
$628K Buy
2013
Q4
$563K Buy
2013
Q3
$501K Buy
2013
Q2
$194K Buy