Encompass Wealth Advisors’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
Q2 | $782K | Hold |
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|
2025
Q1 | $780K | Hold |
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|
2024
Q4 | $764K | Hold |
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|
2024
Q3 | $796K | Hold |
|
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|
2024
Q2 | $713K | Hold |
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|
2024
Q1 | $739K | Hold |
|
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|
2023
Q4 | $710K | Hold |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $702K | Hold |
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|
2023
Q1 | $703K | Hold |
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|
2022
Q4 | $698K | Hold |
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|
2022
Q3 | $626K | Hold |
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|
2022
Q2 | $679K | Hold |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $753K | Hold |
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|
2021
Q3 | $686K | Hold |
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|
2021
Q2 | $695K | Hold |
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|
2021
Q1 | $697K | Hold |
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|
2020
Q4 | $614K | Buy |
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