Freedom Investment 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 | $360K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $461K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $308K | Buy |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $601K | Sell |
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|
2018
Q3 | $803K | Sell |
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|
2018
Q2 | $800K | Sell |
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|
2018
Q1 | $847K | Buy |
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|
2017
Q4 | $847K | Buy |
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|
2017
Q3 | $787K | Sell |
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|
2017
Q2 | $916K | Buy |
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|
2017
Q1 | $735K | Buy |
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|
2016
Q4 | $489K | Buy |
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|
2016
Q3 | $241K | Buy |
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|
2016
Q2 | $235K | Sell |
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|
2016
Q1 | $349K | Buy |
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|
2015
Q4 | $265K | Sell |
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|
2015
Q3 | $42K | Buy |
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