Gen-Wealth Partners’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
Q3
$187K Hold
2025
Q2
$181K Hold
2025
Q1
$180K Hold
2024
Q4
$176K Hold
2024
Q3
$182K Sell
2024
Q2
$174K Sell
2024
Q1
$187K Buy