Kaydan Wealth Management’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 | $3.67M | Buy |
82,099
+73
| +0.1% | +$3.26K | 1.2% | 17 |
|
|
2025
Q1 | $3.66M | Sell |
82,026
-624
| -0.8% | -$27.8K | 1.17% | 16 |
|
|
2024
Q4 | $3.61M | Buy |
82,650
+1,994
| +2% | +$87K | 1.2% | 15 |
|
|
2024
Q3 | $3.67M | Sell |
80,656
-2,248
| -3% | -$102K | 1.08% | 15 |
|
|
2024
Q2 | $3.38M | Sell |
82,904
-3,380
| -4% | -$138K | 1.2% | 16 |
|
|
2024
Q1 | $3.64M | Buy |
86,284
+534
| +0.6% | +$22.6K | 1.24% | 14 |
|
|
2023
Q4 | $3.48M | Sell |
85,750
-1,016
| -1% | -$41.2K | 1.41% | 13 |
|
|
2023
Q3 | $3.24M | Sell |
86,766
-1,061
| -1% | -$39.7K | 1.3% | 12 |
|
|
2023
Q2 | $3.52M | Sell |
87,827
-1,610
| -2% | -$64.5K | 1.48% | 9 |
|
|
2023
Q1 | $3.59M | Sell |
89,437
-1,259
| -1% | -$50.6K | 1.47% | 7 |
|
|
2022
Q4 | $3.62M | Sell |
90,696
-2,049
| -2% | -$81.8K | 1.45% | 8 |
|
|
2022
Q3 | $3.32M | Sell |
92,745
-562,687
| -86% | -$20.1M | 1.83% | 4 |
|
|
2022
Q2 | $25.4M | Buy |
655,432
+50,003
| +8% | +$1.94M | 14.16% | 3 |
|
|
2022
Q1 | $25.6M | Buy |
605,429
+1,284
| +0.2% | +$54.3K | 11.32% | 3 |
|
|
2021
Q4 | $26M | Buy |
+604,145
| New | +$26M | 9.85% | 3 |
|