Curi RMB Capital’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
$359K Buy
2025
Q1
$314K Hold
2024
Q4
$307K Hold
2024
Q3
$320K Hold
2024
Q2
$287K Hold
2024
Q1
$297K Buy