Integrity Financial’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
Q2
$706K Sell
2025
Q1
$759K Sell
2024
Q4
$769K Sell
2024
Q3
$809K Sell
2024
Q2
$798K Sell
2024
Q1
$3.04M Sell
2023
Q4
$6.33M Sell
2023
Q3
$6.12M Buy
2023
Q2
$6.52M Buy
2023
Q1
$6.34M Buy
2022
Q4
$6.05M Sell
2022
Q3
$5.53M Sell
2022
Q2
$6.21M Sell
2022
Q1
$6.89M Sell
2021
Q4
$7.08M Buy