Holistic Financial Partners’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 | $11.6M | Buy |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $9.56M | Buy |
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|
2024
Q3 | $9.43M | Buy |
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|
2024
Q2 | $8.24M | Sell |
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|
2024
Q1 | $8.88M | Buy |
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|
2023
Q4 | $8.1M | Sell |
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|
2023
Q3 | $7.83M | Buy |
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|
2023
Q2 | $7.37M | Buy |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $82K | Buy |
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