Maridea Wealth Management’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	–	Sell	-8,328	Closed	-$371K	–	287
2025 Q1	$371K	Sell	8,328 -1,962	-19%	-$87.5K	0.12%	164
2024 Q4	$449K	Buy	+10,290	New	+$449K	0.14%	130