Kovitz Investment Group Partners
FVD icon

Kovitz Investment Group Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Kovitz Investment Group Partners’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$751K Sell
16,803
-10
-0.1% -$447 ﹤0.01% 859
2025
Q1 		$750K Buy
16,813
+1,055
+7% +$47K ﹤0.01% 805
2024
Q4 		$688K Buy
15,758
+276
+2% +$12K ﹤0.01% 810
2024
Q3 		$18.3K Buy
+15,482
New +$18.3K ﹤0.01% 1015