CIA
Concurrent Investment Advisors’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 | $18.9M | Buy |
423,722
+214,572
| +103% | +$9.59M | 0.37% | 53 |
|
|
2025
Q1 | $9.33M | Buy |
209,150
+3,623
| +2% | +$162K | 0.23% | 97 |
|
|
2024
Q4 | $8.97M | Sell |
205,527
-2,772
| -1% | -$121K | 0.24% | 89 |
|
|
2024
Q3 | $9.48M | Buy |
208,299
+7,945
| +4% | +$361K | 0.28% | 83 |
|
|
2024
Q2 | $8.16M | Buy |
200,354
+30,449
| +18% | +$1.24M | 0.27% | 84 |
|
|
2024
Q1 | $7.18M | Buy |
169,905
+31,089
| +22% | +$1.31M | 0.29% | 81 |
|
|
2023
Q4 | $5.63M | Buy |
+138,816
| New | +$5.63M | 0.27% | 86 |
|