Cresset Asset Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $40K | Buy |
|