Ergawealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,096
Closed -$228K 54
2023
Q3
$228K Buy
6,096
+108
+2% +$4.04K 0.16% 45
2023
Q2
$240K Buy
5,988
+572
+11% +$22.9K 0.16% 42
2023
Q1
$218K Buy
+5,416
New +$218K 0.18% 45