OneDigital Investment Advisors’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
Q2 | $409K | Sell |
|
|||||
|
2025
Q1 | $530K | Sell |
|
|||||
|
2024
Q4 | $3.17M | Buy |
|
|||||
|
2024
Q3 | $2.79M | Buy |
|
|||||
|
2024
Q2 | $2.37M | Sell |
|
|||||
|
2024
Q1 | $2.56M | Sell |
|
|||||
|
2023
Q4 | $2.52M | Buy |
|
|||||
|
2023
Q3 | $2.2M | Sell |
|
|||||
|
2023
Q2 | $2.46M | Sell |
|
|||||
|
2023
Q1 | $2.48M | Sell |
|
|||||
|
2022
Q4 | $2.65M | Buy |
|
|||||
|
2022
Q3 | $2.26M | Sell |
|
|||||
|
2022
Q2 | $3.45M | Sell |
|
|||||
|
2022
Q1 | $4.14M | Sell |
|
|||||
|
2021
Q4 | $4.97M | Sell |
|
|||||
|
2021
Q3 | $4.57M | Sell |
|
|||||
|
2021
Q2 | $4.66M | Sell |
|
|||||
|
2021
Q1 | $4.88M | Sell |
|
|||||
|
2020
Q4 | $6.02M | Sell |
|
|||||
|
2020
Q3 | $5.71M | Sell |
|
|||||
|
2020
Q2 | $6.36M | Buy |
|
|||||
|
2020
Q1 | $5.77M | Buy |
|
|||||
|
2019
Q4 | $6.98M | Buy |
|
|||||
|
2019
Q3 | $6.46M | Buy |
|
|||||
|
2019
Q2 | $6.13M | Buy |
|
|||||
|
2019
Q1 | $5.48M | Buy |
|
|||||
|
2018
Q4 | $4.03M | Buy |
|
|||||
|
2018
Q3 | $2K | Buy |
|