IA
Insight Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,571
| Closed | -$373K | – | 284 |
|
|
2024
Q4 | $373K | Sell |
8,571
-650
| -7% | -$28.3K | 0.06% | 188 |
|
|
2024
Q3 | $419K | Sell |
9,221
-4,358
| -32% | -$198K | 0.07% | 176 |
|
|
2024
Q2 | $553K | Sell |
13,579
-1,193
| -8% | -$48.6K | 0.1% | 137 |
|
|
2024
Q1 | $624K | Sell |
14,772
-1,499
| -9% | -$63.3K | 0.12% | 125 |
|
|
2023
Q4 | $660K | Sell |
16,271
-37,889
| -70% | -$1.54M | 0.14% | 114 |
|
|
2023
Q3 | $2.03M | Sell |
54,160
-68,464
| -56% | -$2.56M | 0.46% | 32 |
|
|
2023
Q2 | $4.92M | Buy |
122,624
+20,094
| +20% | +$806K | 1.1% | 9 |
|
|
2023
Q1 | $4.12M | Buy |
102,530
+4,127
| +4% | +$166K | 0.97% | 9 |
|
|
2022
Q4 | $3.94M | Sell |
98,403
-25,479
| -21% | -$1.02M | 1.38% | 7 |
|
|
2022
Q3 | $4.43M | Buy |
123,882
+1,128
| +0.9% | +$40.4K | 1.74% | 6 |
|
|
2022
Q2 | $4.98M | Buy |
122,754
+3,095
| +3% | +$126K | 1.69% | 7 |
|
|
2022
Q1 | $5.06M | Buy |
119,659
+18,645
| +18% | +$789K | 1.52% | 8 |
|
|
2021
Q4 | $4.35M | Buy |
101,014
+14,294
| +16% | +$615K | 1.28% | 12 |
|
|
2021
Q3 | $3.61M | Buy |
86,720
+15,509
| +22% | +$645K | 1.08% | 14 |
|
|
2021
Q2 | $2.89M | Buy |
71,211
+10,371
| +17% | +$420K | 0.91% | 20 |
|
|
2021
Q1 | $2.4M | Buy |
60,840
+10,925
| +22% | +$431K | 0.76% | 28 |
|
|
2020
Q4 | $1.75M | Buy |
+49,915
| New | +$1.75M | 0.66% | 40 |
|