Regent Peak Wealth Advisors’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
2021
Q1
Sell
-575
Closed -$20K 459
2020
Q4
$20K Buy
+575
New +$20K 0.01% 452