HB Wealth Management’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 | $353K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $285K | Buy |
|
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|
2024
Q3 | $296K | Sell |
|
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $272K | Buy |
|