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Park Square Financial Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Park Square Financial Group’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 		– Sell
-707
Closed -$31.6K – 525
2025
Q2 		$31.6K Hold
707
– – 0.02% 370
2025
Q1 		$31.5K Hold
707
– – 0.03% 343
2024
Q4 		$30.9K Buy
+707
New +$32K 0.02% 349

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Park Square Financial Group's FVD Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Value Line Dividend Fund (FVD) in Q3 2025, closing a stake of 707 shares — an estimated $31.6K sold.

Park Square Financial Group first reported a position in FVD in Q4 2024 and held it in 3 quarters. The position peaked at $31.6K in Q2 2025. 582 funds tracked by Wall St. Rank hold FVD as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Value Line Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 707 First Trust Value Line Dividend Fund shares in Q3 2025, an estimated $31.6K.
  • Park Square Financial Group first reported a position in First Trust Value Line Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Value Line Dividend Fund position peaked at $31.6K in Q2 2025.
  • 582 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.