LexAurum Advisors’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 | $304K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $486K | Sell |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.16M | Sell |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $952K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.6M | Buy |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $2.27M | Sell |
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|
2019
Q1 | $2.39M | Buy |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $2.27M | Buy |
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