Principal Securities’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
$2.81M Buy
2025
Q1
$2.62M Hold
2024
Q4
$2.62M Sell
2024
Q3
$2.87M Buy
2024
Q2
$2.45M Sell
2024
Q1
$2.69M Sell
2023
Q4
$3.54M Buy