Patriot Financial Group Insurance Agency’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
Q3 | $320K | Sell |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $72K | Buy |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $107K | Sell |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $174K | Buy |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $132K | Sell |
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|
2019
Q4 | $280K | Sell |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $312K | Hold |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $254K | Sell |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $37K | Sell |
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|
2018
Q1 | $559K | Buy |
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|
2017
Q4 | $585K | Buy |
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|
2017
Q3 | $520K | Buy |
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|
2017
Q2 | $500K | Buy |
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|
2017
Q1 | $384K | Buy |
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|
2016
Q4 | $127K | Buy |
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