Future Financial Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Hold |
500
| – | – | 0.02% | 313 |
|
|
2025
Q1 | $22.3K | Sell |
500
-825
| -62% | -$36.8K | 0.02% | 309 |
|
|
2024
Q4 | $57.8K | Hold |
1,325
| – | – | 0.04% | 223 |
|
|
2024
Q3 | $60.3K | Buy |
+1,325
| New | +$60.3K | 0.04% | 232 |
|
|
2024
Q2 | – | Sell |
-1,325
| Closed | -$56K | – | 229 |
|
|
2024
Q1 | $56K | Buy |
+1,325
| New | +$56K | 0.04% | 249 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$21K | – | 252 |
|
|
2022
Q1 | $21K | Hold |
500
| – | – | 0.02% | 364 |
|
|
2021
Q4 | $21K | Buy |
+500
| New | +$21K | 0.02% | 373 |
|