Mount Yale Investment Advisors’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
2022
Q4
Sell
-7,212
Closed -$258K 468
2022
Q3
$258K Buy
+7,212
New +$258K 0.03% 365