PSI Advisors’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 | $376K | Sell |
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|
2025
Q1 | $487K | Hold |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $7.16M | Buy |
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|
2023
Q3 | $6.37M | Buy |
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|
2023
Q2 | $6.67M | Buy |
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|
2023
Q1 | $2.98M | Buy |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $130K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.41M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $594K | Buy |
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