Ehrlich Financial Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Ehrlich Financial Group’s Portfolio FVD Stock Details FVD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$427K	Hold
2025 Q2	$413K	Hold
2025 Q1	$412K	Hold
2024 Q4	$403K	Hold
2024 Q3	$420K	Sell
2024 Q2	$409K	Hold
2024 Q1	$424K	Sell
2023 Q4	$411K	Buy