Newbridge Financial Services Group’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 | $59.5K | Buy |
+1,331
| New | +$59.5K | 0.01% | 474 |
|
|
2022
Q4 | – | Sell |
-1,362
| Closed | -$49K | – | 1471 |
|
|
2022
Q3 | $49K | Buy |
+1,362
| New | +$49K | 0.03% | 455 |
|
|
2021
Q2 | – | Sell |
-295
| Closed | -$11K | – | 1458 |
|
|
2021
Q1 | $11K | Hold |
295
| – | – | 0.01% | 869 |
|
|
2020
Q4 | $10K | Sell |
295
-535
| -64% | -$18.1K | 0.01% | 722 |
|
|
2020
Q3 | $26K | Buy |
+830
| New | +$26K | 0.03% | 436 |
|