GAMMA Investing’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 | $530K | Buy |
11,858
+1,385
| +13% | +$61.9K | 0.03% | 462 |
|
2025
Q1 | $467K | Buy |
10,473
+141
| +1% | +$6.29K | 0.04% | 451 |
|
2024
Q4 | $451K | Buy |
10,332
+3,960
| +62% | +$173K | 0.04% | 388 |
|
2024
Q3 | $290K | Hold |
6,372
| – | – | 0.03% | 478 |
|
2024
Q2 | $260K | Buy |
6,372
+370
| +6% | +$15.1K | 0.04% | 430 |
|
2024
Q1 | $253K | Hold |
6,002
| – | – | 0.05% | 330 |
|
2023
Q4 | $242K | Buy |
+6,002
| New | +$242K | 0.07% | 265 |
|