HWM
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Hemington Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Hemington Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15K Hold
355
– – ﹤0.01% 717
2025
Q1 		$15K Hold
355
– – ﹤0.01% 663
2024
Q4 		$15K Hold
355
– – ﹤0.01% 632
2024
Q3 		$15K Buy
+355
New +$15K ﹤0.01% 586