Corient Private Wealth
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Corient Private Wealth’s First Trust Value Line Dividend Fund FVD Stock Holding History

Corient Private Wealth’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 		$309K Sell
2025
Q1 		$353K Buy
2024
Q4 		$288K Buy
2023
Q1 		– Sell
2022
Q4 		$259K Buy