PTM Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$795K	Buy	17,475 +799	+5%	+$36.3K	0.53%	20
2025 Q1	$677K	Buy	+16,676	New	+$677K	0.71%	16