Grantvest Financial Group’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
$208K Sell
4,653
-474
-9% -$21.2K 0.15% 134
2025
Q1
$229K Hold
5,127
0.19% 117
2024
Q4
$224K Buy
+5,127
New +$224K 0.25% 111