Lion Street 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
Q3 | $1.08M | Buy |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $502K | Hold |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $829K | Buy |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $323K | Buy |
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