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

CreativeOne 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	$811K	Buy
2025 Q1	$694K	Buy
2024 Q4	$478K	Sell
2024 Q3	$510K	Buy
2024 Q2	–	Sell
2024 Q1	$383K	Buy
2023 Q1	–	Sell
2022 Q4	$245K	Sell
2022 Q3	$227K	Sell
2022 Q2	$252K	Buy