MGB 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 | $410K | Buy |
9,183
+4
| +0% | +$179 | 0.14% | 143 |
|
|
2025
Q1 | $409K | Hold |
9,179
| – | – | 0.15% | 137 |
|
|
2024
Q4 | $401K | Hold |
9,179
| – | – | 0.12% | 134 |
|
|
2024
Q3 | $418K | Hold |
9,179
| – | – | 0.15% | 131 |
|
|
2024
Q2 | $383K | Hold |
9,179
| – | – | 0.14% | 135 |
|
|
2024
Q1 | $388K | Hold |
9,179
| – | – | 0.16% | 136 |
|
|
2023
Q4 | $372K | Buy |
+9,179
| New | +$372K | 0.19% | 133 |
|