PIAS
PCA Investment Advisory Services’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,931
| Closed | -$259K | – | 80 |
|
|
2024
Q4 | $259K | Buy |
5,931
+19
| +0.3% | +$829 | 0.12% | 110 |
|
|
2024
Q3 | $269K | Buy |
5,912
+15
| +0.3% | +$682 | 0.13% | 113 |
|
|
2024
Q2 | $240K | Sell |
5,897
-1,893
| -24% | -$77.1K | 0.13% | 115 |
|
|
2024
Q1 | $329K | Buy |
7,790
+693
| +10% | +$29.3K | 0.18% | 78 |
|
|
2023
Q4 | $288K | Sell |
7,097
-8,574
| -55% | -$348K | 0.19% | 75 |
|
|
2023
Q3 | $586K | Sell |
15,671
-2,520
| -14% | -$94.2K | 0.42% | 42 |
|
|
2023
Q2 | $729K | Sell |
18,191
-2,206
| -11% | -$88.4K | 0.44% | 39 |
|
|
2023
Q1 | $819K | Buy |
+20,397
| New | +$819K | 0.58% | 35 |
|