Cyndeo Wealth Partners’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	$267K	Buy	5,968 +63	+1%	+$2.82K	0.02%	404
2025 Q1	$263K	Buy	5,905 +38	+0.6%	+$1.69K	0.02%	391
2024 Q4	$256K	Buy	5,867 +44	+0.8%	+$1.92K	0.02%	393
2024 Q3	$265K	Buy	+5,823	New	+$265K	0.02%	393