Legacy Trust’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 | $452K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $596K | Hold |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $367K | Buy |
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