Foundations Investment 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
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $978K | Sell |
|
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $4.17M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $4.11M | Buy |
|