Keystone Financial Group (Kentucky)’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 | $1.18M | Hold |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $842K | Buy |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $712K | Buy |
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|
2022
Q4 | $708K | Hold |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $2.14M | Sell |
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|
2020
Q2 | $2.08M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $215K | Buy |
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