Icon Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Icon Wealth Advisors’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$734K	Hold
2025 Q1	$732K	Hold
2024 Q4	$717K	Hold
2024 Q3	$747K	Hold
2024 Q2	$711K	Sell
2024 Q1	$790K	Sell
2023 Q4	$843K	Buy
2022 Q4	$2.75M	Sell
2022 Q3	$2.52M	Buy