EPG Wealth Management’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 | – | Sell |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $1.14M | Sell |
|
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.16M | Buy |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.1M | Buy |
|
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.29M | Buy |
|
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $930K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $4K | Buy |
|