Level Four Advisory Services’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 | $1.36M | Sell |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $2.38M | Hold |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $2.45M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $13.8M | Sell |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $9.86M | Buy |
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|
2020
Q2 | $8.66M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $971K | Buy |
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|
2019
Q2 | $756K | Sell |
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|
2019
Q1 | $1.18M | Buy |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $221K | Buy |
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