Opal Wealth 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 | $330K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $307K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Buy |
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