Gen-Wealth Partners’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 | $181K | Hold |
4,041
| – | – | 0.07% | 230 |
|
|
2025
Q1 | $180K | Hold |
4,041
| – | – | 0.08% | 217 |
|
|
2024
Q4 | $176K | Hold |
4,041
| – | – | 0.08% | 221 |
|
|
2024
Q3 | $182K | Sell |
4,041
-221
| -5% | -$9.93K | 0.08% | 223 |
|
|
2024
Q2 | $174K | Sell |
4,262
-167
| -4% | -$6.8K | 0.08% | 224 |
|
|
2024
Q1 | $187K | Buy |
+4,429
| New | +$187K | 0.09% | 210 |
|