EverSource Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
11,260
+7,142
| +173% | +$319K | 0.02% | 448 |
|
|
2025
Q1 | $184K | Buy |
4,118
+2,658
| +182% | +$119K | 0.01% | 691 |
|
|
2024
Q4 | $63.7K | Hold |
1,460
| – | – | ﹤0.01% | 1078 |
|
|
2024
Q3 | $66.4K | Hold |
1,460
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $63.2K | Hold |
1,460
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $59.5K | Hold |
1,460
| – | – | ﹤0.01% | 903 |
|
|
2023
Q4 | $59.2K | Hold |
1,460
| – | – | 0.01% | 830 |
|
|
2023
Q3 | $54.6K | Hold |
1,460
| – | – | 0.01% | 774 |
|
|
2023
Q2 | $58.5K | Buy |
+1,460
| New | +$58.5K | 0.01% | 777 |
|