Pinnacle Family 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
Q3 | $597K | Sell |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $960K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $950K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $353K | Buy |
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