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Prosperity Consulting Group’s First Trust Value Line Dividend Fund FVD Stock Holding History

Prosperity Consulting Group’s Portfolio FVD Stock Details FVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Sell
241,789
-7,457
-3% -$333K 0.79% 31
2025
Q1 		$11.1M Sell
249,246
-6,621
-3% -$295K 0.86% 24
2024
Q4 		$11.2M Buy
255,867
+37,676
+17% +$1.64M 0.84% 23
2024
Q3 		$9.93M Buy
+218,191
New +$9.93M 0.77% 25