HBW Advisory Services’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 | $538K | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $4.42M | Buy |
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|
2024
Q1 | $3.94M | Hold |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.18M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $5.78M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $5.41M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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