LWM
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Lighthouse Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Lighthouse Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
22,843
-110
-0.5% -$4.92K 0.88% 21
2025
Q1 		$1.02M Sell
22,953
-360
-2% -$16.1K 0.94% 18
2024
Q4 		$1.02M Buy
+23,313
New +$1.02M 0.93% 18