Hantz Financial Services’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 | $21K | Hold |
474
| – | – | ﹤0.01% | 1245 |
|
2025
Q1 | $21K | Buy |
+474
| New | +$21K | ﹤0.01% | 829 |
|
2023
Q2 | – | Sell |
-618
| Closed | -$25K | – | 1111 |
|
2023
Q1 | $25K | Buy |
+618
| New | +$25K | ﹤0.01% | 686 |
|
2021
Q1 | – | Sell |
-532
| Closed | -$19K | – | 709 |
|
2020
Q4 | $19K | Buy |
+532
| New | +$19K | ﹤0.01% | 517 |
|