Fourpath Capital 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
2024
Q4
Sell
-1,010
Closed -$45.9K 441
2024
Q3
$45.9K Buy
+1,010
New +$43.8K 0.01% 351

Other funds holding FVD

Fourpath Capital Management's FVD Position: Q4 2024 in Review

Fourpath Capital Management sold out of First Trust Value Line Dividend Fund (FVD) in Q4 2024, closing a stake of 1,010 shares — an estimated $45.9K sold.

Fourpath Capital Management first reported a position in FVD in Q3 2024 and held it in 1 quarter. The position peaked at $45.9K in Q3 2024. 590 funds tracked by Wall St. Rank hold FVD as of Q4 2024.

  • Fourpath Capital Management reported no remaining First Trust Value Line Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 1,010 First Trust Value Line Dividend Fund shares in Q4 2024, an estimated $45.9K.
  • Fourpath Capital Management first reported a position in First Trust Value Line Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's First Trust Value Line Dividend Fund position peaked at $45.9K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.