Crux Wealth Advisors’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	$2.08M	Sell	46,455 -19,130	-29%	-$855K	0.88%	31
2025 Q1	$2.92M	Sell	65,585 -665	-1%	-$29.7K	1.52%	15
2024 Q4	$2.89M	Buy	+66,250	New	+$2.89M	1.61%	17