Plotkin Financial 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 | $454K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $595K | Hold |
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|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $669K | Sell |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $884K | Sell |
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|
2021
Q2 | $945K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $3.5M | Buy |
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|
2019
Q4 | $4.43M | Buy |
|