Farther Finance 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 | $2.7M | Buy |
60,326
+39,890
| +195% | +$1.78M | 0.05% | 292 |
|
|
2025
Q1 | $911K | Buy |
20,436
+19,459
| +1,992% | +$867K | 0.02% | 543 |
|
|
2024
Q4 | $42.6K | Sell |
977
-213
| -18% | -$9.3K | ﹤0.01% | 1745 |
|
|
2024
Q3 | $54.1K | Sell |
1,190
-721
| -38% | -$32.8K | ﹤0.01% | 1598 |
|
|
2024
Q2 | $77.5K | Sell |
1,911
-40
| -2% | -$1.62K | ﹤0.01% | 1237 |
|
|
2024
Q1 | $81.7K | Sell |
1,951
-217
| -10% | -$9.09K | 0.01% | 1011 |
|
|
2023
Q4 | $87.9K | Sell |
2,168
-1,512
| -41% | -$61.3K | 0.01% | 838 |
|
|
2023
Q3 | $138K | Hold |
3,680
| – | – | 0.02% | 470 |
|
|
2023
Q2 | $148K | Hold |
3,680
| – | – | 0.03% | 366 |
|
|
2023
Q1 | $148K | Sell |
3,680
-8,974
| -71% | -$360K | 0.04% | 309 |
|
|
2022
Q4 | $505K | Buy |
+12,654
| New | +$505K | 0.2% | 102 |
|