Formidable Asset 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 | $848K | Hold |
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|
2025
Q1 | $848K | Hold |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $806K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $3.52M | Sell |
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|
2019
Q4 | $5.49M | Buy |
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|
2019
Q3 | $4.52M | Sell |
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|
2019
Q2 | $4.46M | Buy |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $374K | Sell |
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|
2018
Q2 | $376K | Hold |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $382K | Buy |
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|
2017
Q2 | $326K | Buy |
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|
2017
Q1 | $317K | Sell |
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|
2016
Q4 | $378K | Hold |
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|
2016
Q3 | $365K | Sell |
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|
2016
Q2 | $394K | Hold |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $391K | Sell |
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|
2015
Q3 | $426K | Hold |
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|
2015
Q2 | $437K | Sell |
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|
2015
Q1 | $480K | Sell |
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|
2014
Q4 | $565K | Sell |
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|
2014
Q3 | $558K | Sell |
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|
2014
Q2 | $599K | Sell |
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|
2014
Q1 | $586K | Sell |
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|
2013
Q4 | $563K | Sell |
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|
2013
Q3 | $557K | Buy |
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