Private Client Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Private Client Services’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$475K	Sell
2025 Q2	$524K	Sell
2025 Q1	$537K	Sell
2024 Q4	$531K	Buy
2024 Q3	$543K	Buy
2024 Q2	$273K	Buy
2024 Q1	$215K	Buy