Daymark Wealth Partners’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
Q3 | $1.73M | Buy |
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|
2025
Q2 | $802K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $903K | Buy |
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