PCG Wealth Advisors’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
Q2 | $9.01M | Buy |
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|
2025
Q1 | $8.59M | Sell |
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|
2024
Q4 | $9.74M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.15M | Buy |
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|
2024
Q1 | $9.05M | Buy |
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|
2023
Q4 | $8.01M | Sell |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $10M | Sell |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $11.9M | Sell |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $11.3M | Buy |
|