Hobart Private Capital’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
$14.6M Sell
2025
Q2
$15M Buy
2025
Q1
$13.2M Buy
2024
Q4
$12.8M Buy
2024
Q3
$11M Buy
2024
Q2
$9.22M Sell
2024
Q1
$15.6M Buy
2023
Q4
$12.1M Buy
2018
Q2
Sell
2018
Q1
$494K Sell
2017
Q4
$524K Buy