IMG Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Sell
14,065
-4,839
-26% -$216K 0.49% 28
2025
Q1
$843K Sell
18,904
-3,139
-14% -$140K 0.76% 23
2024
Q4
$962K Buy
+22,043
New +$962K 0.89% 20