Key Client Fiduciary 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
Q3 | $1.84M | Buy |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $6.44M | Buy |
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|
2023
Q4 | $6.16M | Sell |
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|
2023
Q3 | $5.76M | Sell |
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|
2023
Q2 | $6.41M | Buy |
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|
2023
Q1 | $6.36M | Buy |
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|
2022
Q4 | $5.94M | Buy |
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|
2022
Q3 | $5.04M | Buy |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $3.25M | Buy |
|