McCarter Private Wealth Services’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	$419K	Hold	9,382	–	–	0.24%	77
2025 Q1	$418K	Hold	9,382	–	–	0.27%	67
2024 Q4	$409K	Hold	9,382	–	–	0.26%	66
2024 Q3	$427K	Buy	+9,382	New	+$427K	0.27%	63