DAS
FVD icon

Diversify Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,737
Closed -$306K 641
2024
Q3
$306K Buy
6,737
+285
+4% +$12.9K 0.02% 496
2024
Q2
$261K Buy
6,452
+187
+3% +$7.56K 0.01% 543
2024
Q1
$262K Buy
+6,265
New +$262K 0.02% 558