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

Rialto Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$156K Hold
3,489
– – 0.04% 164
2025
Q1 		$156K Hold
3,489
– – 0.05% 164
2024
Q4 		$152K Buy
+3,489
New +$152K 0.05% 165