LeClair Wealth Partners’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
$673K Sell
15,060
-280
-2% -$12.5K 0.46% 44
2025
Q1
$684K Sell
15,340
-3,121
-17% -$139K 0.49% 43
2024
Q4
$806K Buy
+18,461
New +$806K 0.54% 43