EverSource 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
Q4 | $620K | Buy |
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|
2025
Q3 | $593K | Buy |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $184K | Buy |
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|
2024
Q4 | $63.7K | Hold |
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|
2024
Q3 | $66.4K | Hold |
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|
2024
Q2 | $63.2K | Hold |
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|
2024
Q1 | $59.5K | Hold |
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|
2023
Q4 | $59.2K | Hold |
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|
2023
Q3 | $54.6K | Hold |
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|
2023
Q2 | $58.5K | Buy |
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