Institute for 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 | $1.13M | Sell |
|
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|
2025
Q2 | $1.1M | Sell |
|
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|
2025
Q1 | $1.1M | Hold |
|
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|
2024
Q4 | $1.08M | Hold |
|
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|
2024
Q3 | $1.12M | Hold |
|
|||||
|
2024
Q2 | $1M | Hold |
|
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|
2024
Q1 | $1.04M | Hold |
|
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|
2023
Q4 | $1,000K | Sell |
|
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|
2023
Q3 | $939K | Sell |
|
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|
2023
Q2 | $1.01M | Hold |
|
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|
2023
Q1 | $1.01M | Hold |
|
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|
2022
Q4 | $1M | Buy |
|
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|
2022
Q3 | $891K | Sell |
|
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|
2022
Q2 | $1M | Sell |
|
|||||
|
2022
Q1 | $1.14M | Sell |
|
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|
2021
Q4 | $1.16M | Hold |
|
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|
2021
Q3 | $1.06M | Hold |
|
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|
2021
Q2 | $1.07M | Sell |
|
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|
2021
Q1 | $1.05M | Hold |
|
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|
2020
Q4 | $967K | Buy |
|