McDonald Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$2.41M Sell
2022
Q1
$2.65M Buy
2021
Q4
Sell
2021
Q3
$2.04M Buy
2021
Q2
$1.95M Buy
2021
Q1
$1.55M Buy
2020
Q4
$941K Buy