Retirement Planning Group (Kansas)’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
Q3 | $1.92M | Buy |
|
|||||
|
2025
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $556K | Buy |
|
|||||
|
2024
Q3 | $384K | Sell |
|
|||||
|
2024
Q2 | $382K | Buy |
|
|||||
|
2024
Q1 | $278K | Buy |
|
|||||
|
2023
Q4 | $241K | Sell |
|
|||||
|
2023
Q3 | $223K | Sell |
|
|||||
|
2023
Q2 | $240K | Buy |
|
|||||
|
2023
Q1 | $203K | Buy |
|