LWL
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Leo Wealth LLC’s First Trust Value Line Dividend Fund FVD Stock Holding History

Leo Wealth LLC’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 		$467K Buy
10,451
+60
+0.6% +$2.68K 0.04% 245
2025
Q1 		$463K Buy
+10,391
New +$463K 0.07% 182