Insigneo Advisory Services’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 | $696K | Sell |
15,569
-545
| -3% | -$24.4K | 0.06% | 255 |
|
|
2025
Q1 | $719K | Sell |
16,114
-90
| -0.6% | -$4.01K | 0.07% | 221 |
|
|
2024
Q4 | $707K | Sell |
16,204
-6,086
| -27% | -$266K | 0.07% | 219 |
|
|
2024
Q3 | $1.01M | Sell |
22,290
-460
| -2% | -$20.9K | 0.1% | 175 |
|
|
2024
Q2 | $958K | Sell |
22,750
-1,949
| -8% | -$82K | 0.11% | 178 |
|
|
2024
Q1 | $1.04M | Sell |
24,699
-6,192
| -20% | -$261K | 0.12% | 159 |
|
|
2023
Q4 | $1.25M | Sell |
30,891
-1,026
| -3% | -$41.6K | 0.18% | 123 |
|
|
2023
Q3 | $1.19M | Sell |
31,917
-4,125
| -11% | -$154K | 0.24% | 89 |
|
|
2023
Q2 | $1.44M | Buy |
36,042
+17,897
| +99% | +$717K | 0.28% | 73 |
|
|
2023
Q1 | $729K | Sell |
18,145
-1,867
| -9% | -$75K | 0.23% | 84 |
|
|
2022
Q4 | $799K | Buy |
+20,012
| New | +$799K | 0.3% | 70 |
|