Iams Wealth Management’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 | $2.76M | Sell |
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|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $3.46M | Sell |
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|
2024
Q4 | $4.51M | Buy |
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|
2024
Q3 | $4.61M | Buy |
|
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $3.18M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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