Orion Portfolio Solutions’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
Q1 | $6.84M | Sell |
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|
2024
Q4 | $6.79M | Sell |
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|
2024
Q3 | $7.33M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $5.09M | Sell |
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|
2023
Q4 | $5.71M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $5.86M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $74K | Buy |
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