Congress Wealth Management’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	$543K	Buy	12,140 +2,325	+24%	+$104K	0.01%	901
2025 Q1	$438K	Buy	+9,815	New	+$438K	0.01%	850