Legacy Capital Wealth Partners’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
Q2 | $578K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $8.14M | Buy |
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|
2023
Q2 | $7.99M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $11.4M | Sell |
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|
2022
Q2 | $15.1M | Sell |
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|
2022
Q1 | $16.5M | Sell |
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|
2021
Q4 | $18M | Sell |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $18.9M | Sell |
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|
2021
Q1 | $20.5M | Buy |
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|
2020
Q4 | $18.4M | Buy |
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