Core Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Core Wealth Partners’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Buy
2025 Q1	$259K	Sell
2024 Q4	$266K	Sell
2024 Q3	$282K	Sell
2024 Q2	$277K	Sell
2024 Q1	$303K	Buy
2023 Q4	$247K	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Buy