Lido 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 | $1.45M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.31M | Hold |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $940K | Buy |
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|
2018
Q2 | $900K | Buy |
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