PWM
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PMG Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

PMG Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$693K Buy
15,499
+183
+1% +$8.18K 0.57% 30
2025
Q1 		$683K Hold
15,316
– – 0.73% 25
2024
Q4 		$668K Buy
+15,316
New +$668K 0.61% 27