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Proactive Wealth Strategies’s First Trust Value Line Dividend Fund FVD Stock Holding History

Proactive Wealth Strategies’s Portfolio FVD Stock Details FVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.67M Sell
104,457
-1,570
-1% -$70.2K 2.2% 5
2025
Q1 		$4.73M Sell
106,027
-30,444
-22% -$1.36M 2.52% 5
2024
Q4 		$5.96M Sell
136,471
-32,331
-19% -$1.41M 3.1% 4
2024
Q3 		$7.68M Buy
+168,802
New +$7.68M 4.26% 2