Maia Wealth’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
2024
Q3
Sell
-5,487
Closed -$230K 278
2024
Q2
$230K Buy
+5,487
New +$230K 0.07% 197
2023
Q4
$648K Buy
+15,975
New +$648K 0.26% 77