Live Oak Investment Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$26.6K | – | 164 |
|
|
2024
Q4 | – | Hold |
0
| – | -$73.5K | – | 163 |
|
|
2024
Q3 | – | Hold |
0
| – | -$86K | – | 109 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2023
Q4 | – | Hold |
0
| – | -$78.9K | – | 109 |
|
|
2023
Q3 | – | Hold |
0
| – | -$84.6K | – | 111 |
|
|
2023
Q2 | – | Hold |
0
| – | -$84.7K | – | 109 |
|
|
2023
Q1 | – | Hold |
0
| – | -$84.2K | – | 107 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 106 |
|