NBT Bank’s First Trust Value Line Dividend Fund FVD Stock Holding History

NBT Bank’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$590K	Sell
2025 Q2	$571K	Sell
2025 Q1	$578K	Sell
2024 Q4	$1.27M	Sell
2024 Q3	$2M	Sell
2024 Q2	$1.97M	Buy
2024 Q1	$868K	Sell
2023 Q4	$956K	Buy