J.W. Cole Advisors’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 | $2.97M | Sell |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $2.44M | Sell |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $2.05M | Sell |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $911K | Buy |
|