Peak Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $486K | Sell |
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|
2025
Q4 | $584K | Buy |
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|
2025
Q3 | $220K | Buy |
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|
2024
Q4 | $953K | Buy |
|
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|
2024
Q2 | $2.83M | Sell |
|
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.93M | Sell |
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|
2023
Q1 | $4.05M | Buy |
|
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|
2022
Q4 | $3.72M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $201K | Buy |
|