Main Line Retirement Advisors’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
Q2 | $739K | Sell |
16,542
-6,305
| -28% | -$282K | 0.42% | 23 |
|
|
2025
Q1 | $1.02M | Buy |
22,847
+84
| +0.4% | +$3.75K | 0.66% | 20 |
|
|
2024
Q4 | $993K | Sell |
22,763
-4,816
| -17% | -$210K | 0.65% | 20 |
|
|
2024
Q3 | $1.25M | Buy |
27,579
+112
| +0.4% | +$5.1K | 0.86% | 16 |
|
|
2024
Q2 | $1.12M | Buy |
27,467
+142
| +0.5% | +$5.79K | 0.86% | 17 |
|
|
2024
Q1 | $1.15M | Sell |
27,325
-3,099
| -10% | -$131K | 0.91% | 17 |
|
|
2023
Q4 | $1.23M | Buy |
+30,424
| New | +$1.23M | 1.07% | 16 |
|
|
2023
Q2 | $1.4M | Buy |
+34,873
| New | +$1.4M | 1.31% | 15 |
|