Gratus Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Gratus Wealth Advisors’s Portfolio FVD Stock Details FVD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$290K	Hold
2025 Q4	$284K	Hold
2025 Q3	$285K	Hold
2025 Q2	$275K	Buy
2025 Q1	$273K	Sell
2024 Q4	$300K	Buy
2024 Q3	$305K	Buy
2024 Q2	$287K	Sell
2024 Q1	$305K	Sell
2023 Q4	$320K	Buy