ECA
Elevated Capital Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Hold |
67,961
| – | – | 0.85% | 30 |
|
|
2025
Q1 | $3.03M | Sell |
67,961
-7,945
| -10% | -$354K | 0.85% | 30 |
|
|
2024
Q4 | $3.31M | Sell |
75,906
-1,373
| -2% | -$59.9K | 0.9% | 23 |
|
|
2024
Q3 | $3.52M | Sell |
77,279
-505
| -0.6% | -$23K | 0.93% | 21 |
|
|
2024
Q2 | $3.17M | Sell |
77,784
-141,168
| -64% | -$5.75M | 0.89% | 25 |
|
|
2024
Q1 | $9.25M | Buy |
218,952
+11,102
| +5% | +$469K | 2.65% | 7 |
|
|
2023
Q4 | $8.43M | Sell |
207,850
-1,079
| -0.5% | -$43.8K | 2.64% | 7 |
|
|
2023
Q3 | $7.81M | Buy |
208,929
+145,049
| +227% | +$5.42M | 2.66% | 6 |
|
|
2023
Q2 | $2.56M | Buy |
+63,880
| New | +$2.56M | 0.85% | 32 |
|