FSB Premier Wealth 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 | $4.83M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $5.27M | Buy |
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|
2024
Q3 | $5.38M | Sell |
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|
2024
Q2 | $6.11M | Sell |
|
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|
2024
Q1 | $7.41M | Sell |
|
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|
2023
Q4 | $7.28M | Sell |
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|
2023
Q3 | $6.77M | Buy |
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|
2023
Q2 | $7.09M | Sell |
|
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|
2023
Q1 | $7.34M | Sell |
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|
2022
Q4 | $8M | Buy |
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|
2022
Q3 | $6.55M | Buy |
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|
2022
Q2 | $7.03M | Sell |
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|
2022
Q1 | $7.59M | Sell |
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|
2021
Q4 | $8.47M | Buy |
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|
2021
Q3 | $6.68M | Sell |
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|
2021
Q2 | $6.87M | Buy |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.51M | Buy |
|