Merit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $3.08M | Buy |
|
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.92M | Buy |
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