PCA Investment Advisory Services’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
Sell
-5,931
Closed -$259K 80
2024
Q4
$259K Buy
5,931
+19
+0.3% +$860 0.12% 110
2024
Q3
$269K Buy
5,912
+15
+0.3% +$651 0.13% 113
2024
Q2
$240K Sell
5,897
-1,893
-24% -$78.1K 0.13% 115
2024
Q1
$329K Buy
7,790
+693
+10% +$28.3K 0.18% 78
2023
Q4
$288K Sell
7,097
-8,574
-55% -$329K 0.19% 75
2023
Q3
$586K Sell
15,671
-2,520
-14% -$99.6K 0.42% 42
2023
Q2
$729K Sell
18,191
-2,206
-11% -$88.3K 0.44% 39
2023
Q1
$819K Buy
+20,397
New +$817K 0.58% 35

Other funds holding FVD

PCA Investment Advisory Services's FVD Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of First Trust Value Line Dividend Fund (FVD) in Q1 2025, closing a stake of 5,931 shares — an estimated $259K sold.

PCA Investment Advisory Services first reported a position in FVD in Q1 2023 and held it in 8 quarters. The position peaked at $819K in Q1 2023. 583 funds tracked by Wall St. Rank hold FVD as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining First Trust Value Line Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 5,931 First Trust Value Line Dividend Fund shares in Q1 2025, an estimated $259K.
  • PCA Investment Advisory Services first reported a position in First Trust Value Line Dividend Fund in Q1 2023 and held it in 8 quarters.
  • PCA Investment Advisory Services's First Trust Value Line Dividend Fund position peaked at $819K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.