Medallion Wealth Advisors, LLC’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
2026
Q1
$2.52M Sell
2025
Q4
$2.5M Buy
2025
Q3
$2.4M Buy
2025
Q2
$2.29M Sell
2025
Q1
$2.29M Sell
2024
Q4
$2.35M Buy